Associates

Megan Baer Headshot


Megan Baer

Co-Owner

Phone (402) 413-8326
Fax (402) 413-8320
megan@tandemfinancialteam.com

Nate Heardshot


Nate Workentine

Co-Owner

Phone (402) 413-8327
Fax (402) 413-8320
nate@tandemfinancialteam.com

Nate started his career as a Financial Representative in 2013.  He brought with him an experience in coaching individuals towards their goals and now applies it towards helping people achieve their financial dreams.  In his role as the retirement income strategist for Tandem Financial Team, he recently obtained his Retirement Income Certified Professional designation from the American College in his relentless pursuit of providing extraordinary value to his clients.  Nate enjoys being active as a husband to his wife, Amy, and parent to their three kids.  He also spends time volunteering for his church and his kids' school.  

Disclosure

Nathaniel Workentine is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, IA, KS, MN, MO, NE, NJ, NM, NY, OK, SD, VA, and WI. No insurance business may be conducted outside the states referenced.

Nathaniel Workentine is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1221 N St Ste 800, Lincoln, NE, 68508. In this regard, this communication is strictly intended for individuals residing in the states of FL, IA, KS, MN, NE, NM, NY, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Nathaniel Workentine is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of FL, IA, KS, MN, NE, NM, NY, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

TANDEM FINANCIAL TEAM LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither TANDEM FINANCIAL TEAM LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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