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                    Tandem's Unique Approach

                  Tandem's Unique Approach

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                  About Tandem Financial Team

                  Founded in 2022, Tandem Financial Team brings together the complementary expertise of two seasoned financial professionals, Megan Baer and Nate Workentine, to deliver extensive financial strategies with a focus on building lasting family legacies.

                  Our Foundation

                  We believe that truly effective financial strategies require deep expertise across multiple disciplines. That's why we built Tandem Financial Team around a partnership that unites distinct but complementary specialties:

                  - Megan Baer brings 14 years of experience and recognized excellence in protection strategies, helping families safeguard their financial future

                  - Nate Workentine contributes 11 years of proven expertise in investment management and tax advantaged solutions, optimizing growth while maintaining tax efficiency

                  Our Approach

                  Just as a tandem bicycle requires two riders working in harmony to reach their destination, we believe your financial journey benefits from the coordinated efforts of specialists working together. This synergy allows us to provide thorough solutions that address both wealth protection and growth—essential elements for creating lasting financial legacies.

                  Our Focus

                  We specialize in serving family-focused clients who want to build and preserve wealth across generations. Whether you're preparing for your children's future, preparing to transfer wealth, or building a legacy that will impact future generations, our team provides the strategic guidance and expertise needed to turn these aspirations into reality.

                  Our commitment is to help you create not just a financial strategy, but a lasting legacy that reflects your values and secures your family's future.

                  Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                  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 AK, CO, FL, IA, KS, MN, MO, NE, NM, NY, OR, 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 CO, FL, IA, KS, MN, MO, NE, NM, and VA. 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 CO, FL, IA, KS, MN, MO, NE, NM, and VA. 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.​

                  For more information about NYLIFE Securities LLC and its investment professionals.

                  Click here
                  Nate   Workentine
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