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Nate Haynes

Nate Haynes, CFA®

Financial Planner
Chicago, IL

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Nate Haynes is a financial planner for the Private Wealth division of Ronald Blue Trust and serves clients out of the office in Chicago, Illinois.

Nate analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.

Prior to joining Ronald Blue Trust, Nate worked as a senior financial analyst for Longtin Family Companies, where he provided financial consulting for multi-generational family businesses, 401k plan portfolio management, retirement planning, and raised capital for Venture Capital investments. He also worked at MB Financial Bank (now owned by 53rd Bank) as a risk management LDP.

Nate graduated cum laude from Wheaton College with a BA in business & economics where he also played basketball and served as captain of the team.

Active in the community, Nate is a deacon and small group leader at his local church. He also volunteers with SLAM which is part of GRIP Outreach for Youth.

Nate has traveled to many different countries such as China, India, and the Dominican Republic, participating in and leading mission trips where he taught basketball, educational classes, and built churches. Nate and his wife, Colette, live in Chicago, IL where they enjoy hiking and living an active lifestyle.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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