Episode 3- Category Financial Services- Nathan Wheeler Financial Advisor

Conduct an interview with Nathan Wheeler for the "Battlefield to Business" podcast about his journey from military service to entrepreneurship in financial services.Key TakeawaysNathan transitioned from a decorated military career to founding a successful financial services business, Strategic Ascent LLCHis passion for helping others and leadership skills transferred well to financial advising and building a teamKey to success was finding intrinsic motivation and leveraging military experience in a new fieldEmphasizes importance of financial literacy and building generational wealth for veteransTopicsNathan's BackgroundMoved frequently as a youth, born at Fort BraggJoined Army after sister's arrest, initially planning short-term serviceServed as 13M (artillery) and 29E (electronic warfare)Decorated career including Airborne, Ranger School, 10th Special Forces GroupDivorced during military service, struggled with alcohol after separationTransition to Civilian LifeWorked as contractor, then for Army Strategic Command and Space ForceJoined Deloitte consulting but found passion in financial servicesGot licensed initially to help friends/family, then saw bigger opportunityLeft Deloitte to pursue financial services full-time in March 2023Current Business - Strategic Ascent LLCIndependent financial services firm, not captive to any one companyHas direct contracts with top 192 companies in securities/insuranceFocuses on holistic financial planning and wealth-building strategiesAims to educate clients on financial literacy and asset protectionBuilt team of 123 associates across the country in 18-19 monthsKeys to SuccessLeveraging leadership skills and drive from military experienceFinding intrinsic motivation in helping others succeed financiallyBeing willing to take risks and bet on yourself as an entrepreneurContinuous learning and exploring new opportunitiesAdvice for Transitioning VeteransIdentify what brings you joy and explore ways to monetize itDo due diligence on business opportunities, especially in financial servicesLeverage unique skills/experiences from military in civilian worldBe prepared for self-motivation required as an entrepreneurNext StepsNathan to potentially serve as financial services expert resource for podcastJarvis to release this episode as one of the first on Veterans DayExplore possibilities for future collaboration between Nathan and Jarvis