Nate Mueller
Office Manager
After studying biological sciences at Arizona State University, I joined the family business over 13 years ago and have since specialized in tax and payroll services. Today, I also support investment administration as a non-registered associate with JW Cole and Dianne Fay. I’m committed to helping clients navigate the many moving parts of their financial lives with clarity and care. I also focus on keeping our office running smoothly—integrating the latest technology and security practices to ensure our systems are both efficient and protected. For me, it’s about making sure every client feels supported, informed, and confident in the services we provide.
