General Info

Nate Perschon joined First Command Financial Services as a Financial Advisor in February 2013, bringing 20 years of financial services industry experience to the position. Previously, he served in operations management, and as an investment counselor and senior trader for two leading investment firms. A graduate of Westminster College with a Master of Business Administration degree and the University of Utah with a Bachelor of Science degree in Economics and Political Science, Nate holds Series 7 and 66 securities licenses plus state life and health insurance licenses. Nate advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, Nate is committed to helping his clients plan confidently for the future and to accompanying them on their financial journey. A father of two, Nate enjoys skiing, hiking and spending time with his family.