Nate Collier is a lifelong Lexingtonian. He has graduated twice from the University of Kentucky: first with a Bachelor’s degree in History and then years later with a degree in Accounting. He also received a Masters of Arts in Religion with an emphasis on Theological Studies from the Cincinnati Christian University. Nate worked seven and a half years in Administrative Ministry at Broadway Christian Church. He was excited to combine his professional passions and has been in the Financial Services industry for the past 14 years.

Nate is married to his best friend, Rebecca, and they have a wonderful daughter, Cooper (age 13). Nate bleeds blue and enjoys watching UK sports. His love of numbers and sports combine and he has somewhat of a photographic memory and can talk about UK sports statistics for hours. He has even been featured on the radio and quizzed live on air where he passed with flying colors! He is a proud dad and enjoys cheering on Cooper during her various golf tournaments.

Nate enjoys working with clients, finding what they’re passionate about and helping them build a life where they can fulfill their dreams.

Pam grew up in Lexington and loves the Bluegrass State! She married a minister, Joe, and together they lived in Adair County, Indiana and Florida before moving back to Lexington. Pam worked in some professional offices through the years and was even the administrative assistant for her husband’s church. Pam is truly a personable person and enjoys meeting new people and learning about them. In fact, if you’ve contacted our office, you’ve probably spoken with Pam as she works with scheduling.

When Pam isn’t at work she enjoys spending time with her mother and also being “Nana”. She loves to cook and spend time with her family. Pam says her favorite part of her job is getting to know clients and building relationships that last throughout the years. 

Rebecca was born in Indiana but grew up in Orlando, Florida. She still has a special place in her heart for Disney World and the beach and loves traveling to both places. Rebecca graduated from the University of Kentucky with a Bachelor’s Degree in Elementary Education and an area of focus in Psychology. She then received her Master’s Degree from Georgetown College. Rebecca taught in the classroom 15 years before joining Nate’s team. Her organizational skills help her complete many of the behind the scenes tasks that make the office run smoothly. She also enjoys decorating and maintaining the office to make it a welcoming environment for all.

When Rebecca isn’t at work, she loves volunteering at Cooper’s school. She also enjoys walking and playing with their Westies, Brennan and Roxie Belle. Rebecca is thrilled she has joined Nate’s team and excited to meet you!