Wealth Planning

Embrace Your Role as Future Family Business Leader

July 17, 2020

Nathan S. Kublank
Nathan S. Kublank

Director in Wealth Management, Partner

Nate has been providing investment and wealth advisory services to high net-worth individuals and their families since 2004. He joined Aspiriant after spending over eight years as a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors. Prior to that, Nate spent the first four years of his career as a Consultant with Deloitte Investment Advisors. He now works again with that same Deloitte team, which became a part of Aspiriant in 2010.

Nate received a Bachelor of Science degree in Personal Finance from the University of Wisconsin in Madison. He is a Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor (CPWA®) and Accredited Estate Planner (AEP®). He is a member of the Madison Estate Council, and he volunteers as a board member for Wisconsin’s Pooled and Community Special Needs Trust and the University of Wisconsin Personal Finance program advisory board. He occasionally teaches and guest lectures at the University of Wisconsin for the Personal Finance program.

Nate and his wife Carrie have three daughters. In his free time, Nate enjoys spending time outdoors, golf and all things aviation. He and his family are also members of Bethel Lutheran Church in Madison, Wisc.

Mary Ellen Krueger
Mary Ellen Krueger

Director in Wealth Management, Partner

Joining Aspiriant as a partner in 2010, Mary Ellen has spent her 20-year career helping clients and families make smart financial decisions.

Mary Ellen specializes in concentrated wealth, multi-generational planning, stock option planning, retirement planning, and philanthropic legacy planning. She works with many women in transition, corporate executives, retirees and business owners. She also serves on Aspiriant’s Editorial Committee.

Mary Ellen earned her Bachelor of Business Administration degree in Finance and Mass Communication from Saint Mary’s College at Notre Dame, graduating Cum Laude. She is a Certified Investment Management Analyst (CIMA®) and a member of the Investments and Wealth Institute. She began her career at Arthur Andersen and transitioned to Deloitte in 2002.

She has been named to the Forbes Best-in-State Wealth Advisor and Top Women Wealth Advisor lists in 2021 and 2022.

Mary Ellen is a TEMPO Milwaukee member, serving as Foundation Board Chair. She’s active with the University of Wisconsin Family Business Center, providing technical content and support to Wisconsin family businesses. She also serves on the investment committee for Divine Savior Holy Angels High School in Milwaukee.

Mary Ellen and her husband, John, have two daughters and live in Hartland, Wisc.

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Phil J. Kastenholz CFA®, CPA

Director in Investment Strategy & Research, Partner

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