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Nathan P. McNamee, AIF®

nathan_mcnamee_smNathan McNamee is the Vice President of Retirement Plan Services at Total Wealth Management, Inc. As such, he oversees the firm's Retirement Plan Group. Nate has extensive experience as an advisor to corporate retirement plans, with expertise in regulatory compliance, management of fiduciary risk, plan provider selection and monitoring, investment option selection and monitoring, employee and fiduciary education, and fee analyses and comparisons, as well as other prudent plan fiduciary practices.  Nate is an Accredited Investment Fiduciary® (AIF®), a highly respected credential issued by The Center for Fiduciary Studies.  He is also a member of The Committee for the Fiduciary Standard, an organization publicly advocating the legislative and regulatory action to require adherence by anyone who provides advice to the fiduciary standard.

Nate has authored academic studies regarding the behavioral issues in implementing corporate accounting and benefit systems including retirement plans. His research suggests that in order for a corporate retirement plan to be successful, plan participant behavior must be changed to help meet retirement goals. Total Wealth Management's process increases the likelihood of affecting participant behavior, improving the effectiveness of corporate retirement plans.

In addition to industry experience, Nate received a B.S. in Business from Brigham Young University and received a Master of Business Administration (MBA) from the University of Edinburgh in Scotland, UK. He served as president of a Southern California Chapter of the BYU Alumni Association and currently serves on the Executive Committee of a BYU Management Society chapter.

Nate is an accomplished guitarist, and has been a guest artist with the Southwest Symphony, an orchestra member for professional musical productions, and has been lead guitarist on several albums. He was selected as entertainer of the year in college and has received numerous awards for his performances. Nate is married to Tasha, his wife of 10 years, and has three children: Ethan, Maxwell, and Aelie.

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