Nathan W Mize

I have always had a passion for investing, and after serving nearly 20 years in corporate finance roles, I decided several years ago to follow my heart and build a practice with Edward Jones.

I really enjoy helping clients reach their goals, whether it is planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most. I enjoy working with individual investors and business owners who want to save for the future and value advice. I believe in open communication with your entire team to include attorneys, CPAs and those closest to you.

I was born and raised in Kansas, spending most of my childhood in Overland Park. After leaving Kansas for college, I spent the next six years in Tulsa, Okla., graduating from the University of Tulsa with my undergraduate degree in accounting and finance as well as my MBA. White attending college, I met my wife, Susan, who I have been blessed to be married to for the past 19 years. Shortly after getting married, Susan and I returned to Kansas City to explore new careers and start a family. We have three beautiful girls – Kaitlyn, Addilyn and Makenna – who keep us busy with a variety of sports and school events. When not working, I enjoy spending time with our family, traveling, boating and volunteering in the community.

Whether you looking for a complimentary review of your portfolio, a better understanding of whether you are on track to reach your goals or answers to any other questions, feel free to reach out. I am happy to help and look forward to working together to build the tomorrow you are striving towards.