About Us
Meet Your Wealth Management Team
With nearly two decades of wealth management experience, Nate has emerged as a trusted industry voice, frequently quoted by CNBC, Bloomberg, The Wall Street Journal, Financial Times, and Barron’s, with regular appearances on CNBC and Bloomberg TV.
This platform has enabled his deeper mission: educating both clients and the broader investing public on the keys to financial success. As creator and host of ETF Prime—which Bloomberg called one of the “most helpful plain-English resources for investors”—and Crypto Prime, he delivers expert insights on ETFs and Web3 to thousands of listeners weekly.
Nate’s educational commitment extends beyond media. He serves as Chairman of the Kansas Council for Economic Education and also co-founded The ETF Institute, the first independent organization offering certification to ETF professionals and financial advisors.
Tim brings over 27 years of investment and financial planning experience, having managed both institutional and individual portfolios. This unique blend of institutional and individual expertise allows him to develop comprehensive financial and investment strategies tailored to each client’s needs.
Prior to joining NovaDius Wealth Management, Tim served as Chief Investment Officer at a local RIA and created the Fixed Income Department at a large, national RIA where he served as Director of Fixed Income. He entered the RIA space by founding his own firm in the Kansas City area in 2007, just before the financial crisis.
Earlier in his career, Tim was a portfolio manager for multiple insurance companies, where he gained valuable experience managing across asset classes including equities, fixed income, alternatives, and derivatives.
With over 27 years of investment experience, Brian has guided portfolios through some of the most turbulent markets in modern history—the dot-com bubble, 9/11, the 2008 global financial crisis, and the COVID-19 pandemic. As a CFA Charterholder and MBA, he has managed multibillion-dollar institutional portfolios and multimillion-dollar accounts for individuals and families, always with a focus on risk management, long-term planning, and personal trust.
Jason specializes in the research, design, and construction of investment portfolios for his clients. With 35+ years in the industry, Jason offers investment management and risk management guidance tempered by personal experience through a variety of market conditions and multiple business cycles.
Jason earned his degree from the University of Kansas in Business Administration with an emphasis in Economics. He attained the Certified Fund Specialist (CFS) designation and holds Series 6, 7, 63, and 66 Securities Licenses in addition to a Life & Health Insurance License.
Bill’s expertise lies in the development and implementation of client-centric investment portfolios. During his 20+ years of experience in the industry, Bill has focused on researching, evaluating, and analyzing risk-based investment strategies. Prior to joining NovaDius Wealth Management, Bill developed and managed client portfolios at two large, local firms.
Bill earned his Bachelor of Arts degree from Westminster College in Business Administration with an emphasis in Psychology. He holds Series 7 and 66 Securities Licenses.
Elliott has worked in the investment and financial planning industry since 2013, helping individuals and families navigate the complexities of their financial lives. As Vice President of Operations and Advisory Services at NovaDius, he guides both the firm’s internal processes and the long-term strategies developed for clients. His background in accounting and business administration provides a strong foundation for creating financial plans that are both thoughtful and highly actionable.
Prior to entering the financial industry, Elliott served in the United States Marine Corps Reserve. That experience instilled in him a deep respect for discipline, service, and integrity—values he brings to every client relationship and decision.
NovaDius Success Path
You should know what to expect when you work with us.
The NovaDius SuccessPath process starts with a friendly and relaxed phone call, video, or in person meeting. We get to know you and learn more about your goals, concerns, and current financial situation. We may be able to produce an initial financial plan at the meeting. We will also share our initial thoughts about how we can help you.
If you decide to meet with us again, we will take a deeper dive into your financial situation. Having already learned about your goals, which are often retirement related, we will further discuss your current assets, income needs, risk tolerance and time horizon. We can also help consult on college savings, Social Security optimization, ways to reduce taxes on retirement income, insurance and estate planning. We will put together a plan with an honest assessment of how to meet your financial goals. At this point, you can decide whether you’re ready to join our client family.
After you become a client, we will conduct a follow-up meeting to discuss the implementation of our comprehensive SuccessPath plan. We want you to feel completely comfortable with our approach and will guide you through exactly how we will invest your money before we do any trading. At this point, the plan is now ready for execution, but we want to make sure there haven’t been any last-minute modifications. If we are all on the same page, we will get your approval to put the SuccessPath plan in motion.
Once put in motion, we will continuously monitor and optimize your investment portfolio and financial plan. You should also feel comfortable talking with us anytime you wish. We are always available to you with unlimited access. Though we will meet at least once a year, we can meet as many times as you would like and, in the meantime, we will keep you informed about any updates to your portfolio and plan. Client education is a key part of our core mission, so you will receive weekly market updates and periodic commentaries on finance and planning designed to enhance your knowledge.
Fiduciary
We are fiduciaries and we take that responsibility very seriously. As a fiduciary, we are legally obligated to place your financial interests above our own when providing financial and investment advice. We only make recommendations that are in your best interests and exercise the utmost care in doing so. Many advisors are still incentivized to sell you investments that make the most money for their companies or themselves. That is not how we operate. We have no sales quotas or requirements to sell certain investment products…. we only recommend what makes sense for YOUR financial goals and what works best for YOU.
Four Pillars
We believe the advisor/client relationship should be an intimate, working partnership and not just a once a year “annual review meeting”. Our relationship should be built on integrity, honesty, and striving for professional excellence at all times. This approach is at the core of what we call the “four pillars” of our advisor/client relationship.
The “four pillars” are:
Every client should have a sound financial plan to guide them towards current and future financial goals.
Because each client’s plan is different, their investment portfolio should reflect that. Our portfolios are constructed by a seasoned team of professionals, which includes two CFA charterholders with decades of investment experience. We will tailor portfolios to best meet your goals and needs.
Talking about money can be stressful. We help alleviate this stress by discussing financial planning and investments in a way clients can understand and by delivering a superior client experience. We care deeply about our clients and demonstrate this through our daily interactions.
- Clients want an advisor who:
- Understands their unique situation.
- Will educate them.
- Will respect their assets.
- Will help solve their problems.
- Will keep in touch with them.
We believe strongly in client education, because hey, it is your money! A more educated client is better able to make informed decisions regarding their finances. We take the time to educate you on all aspects relating to personal finance – everything from investments to tax implications to estate planning.
