• Episode 3- Category Financial Services- Nathan Wheeler Financial Advisor

  • Nov 11 2024
  • Length: 43 mins
  • Podcast

Episode 3- Category Financial Services- Nathan Wheeler Financial Advisor

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  • Summary

  • Conduct an interview with Nathan Wheeler for the "Battlefield to Business" podcast about his journey from military service to entrepreneurship in financial services.

    Key Takeaways
    • Nathan transitioned from a decorated military career to founding a successful financial services business, Strategic Ascent LLC
    • His passion for helping others and leadership skills transferred well to financial advising and building a team
    • Key to success was finding intrinsic motivation and leveraging military experience in a new field
    • Emphasizes importance of financial literacy and building generational wealth for veterans

    TopicsNathan's Background
    • Moved frequently as a youth, born at Fort Bragg
    • Joined Army after sister's arrest, initially planning short-term service
    • Served as 13M (artillery) and 29E (electronic warfare)
    • Decorated career including Airborne, Ranger School, 10th Special Forces Group
    • Divorced during military service, struggled with alcohol after separation

    Transition to Civilian Life
    • Worked as contractor, then for Army Strategic Command and Space Force
    • Joined Deloitte consulting but found passion in financial services
    • Got licensed initially to help friends/family, then saw bigger opportunity
    • Left Deloitte to pursue financial services full-time in March 2023

    Current Business - Strategic Ascent LLC
    • Independent financial services firm, not captive to any one company
    • Has direct contracts with top 192 companies in securities/insurance
    • Focuses on holistic financial planning and wealth-building strategies
    • Aims to educate clients on financial literacy and asset protection
    • Built team of 123 associates across the country in 18-19 months

    Keys to Success
    • Leveraging leadership skills and drive from military experience
    • Finding intrinsic motivation in helping others succeed financially
    • Being willing to take risks and bet on yourself as an entrepreneur
    • Continuous learning and exploring new opportunities

    Advice for Transitioning Veterans
    • Identify what brings you joy and explore ways to monetize it
    • Do due diligence on business opportunities, especially in financial services
    • Leverage unique skills/experiences from military in civilian world
    • Be prepared for self-motivation required as an entrepreneur

    Next Steps
    • Nathan to potentially serve as financial services expert resource for podcast
    • Jarvis to release this episode as one of the first on Veterans Day
    • Explore possibilities for future collaboration between Nathan and Jarvis
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