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Nate Workentine, RICP, Co-Owner with Tandem Financial Team LLC

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Lincoln, NE
Nate Workentine, RICP, Co-Owner with Tandem Financial Team LLC

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At Tandem Financial, we do things differently. Our planning starts with great questions and deep conversations to uncover what truly matters. (402) 496-6400.

We align your wealth with your life’s purpose—going beyond the numbers. Let’s talk about what really matters. Most financial advisors focus on numbers. At Tandem Financial Team, we focus on you. We believe the best financial plans don’t start with spreadsheets—they start with great questions and deep conversations. By taking the time to understand your values, priorities, and vision for the future, we design customized strategies that help you build, protect, and pass on your wealth with purpose. We specialize in guiding high-income professionals and business owners through complex financial decisions, ensuring your plan supports the life and legacy you want. Let’s start the conversation. Your future deserves a plan that fits you. Nate Workentine is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Nate Workentine is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Nate Workentine is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Nate Workentine is not licensed in all jurisdictions. Neither Tandem Financial Team LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Tandem Financial Team is not owned or operated by New York Life Insurance Company or its affiliates.
18140 Burke St., Suite 201, Elkhorn, NE 68022. Any testimonial on this site is based on an individual’s experience and may not be representative of the
experience of other customers. These testimonials are no guarantee of future performance or success. Registered branch address:
1221 N Street
Suite 800
Lincoln, NE 68508

11/04/2026

One of our favorite client reaction is the "aha" moment - when the client understands the strategy that connects them closer to their future.

Financial decisions aren't simple but the explanation can be.

Our favorite meeting tool is the whiteboard. Most client's "aha" moments happen around the drawings that happen there.

When people understand their options, they're often more confident in the decisions they make.

That's why simplicity matters.

11/03/2026

Get out there and VOTE!!

11/02/2026

Simplifying doesn't mean easy, but the explanation should be...

Read our post on why we're serious about communicating complex strategies in a simple ways:

https://bit.ly/4sFhCTU

10/30/2026

I don’t share nearly enough about my family on here, so I figured I’d start changing that with our oldest! 🏈

We couldn’t be prouder of the football season he’s had. It’s been so much fun watching him compete, work hard, and grow throughout the season. But even more than the football, we’re proud of the young man he’s becoming.

Love this kid and love getting to be his biggest fans! ❤️

10/28/2026

What's the point?

It's a simple question.

But when was the last time you asked it about your wealth?

What's the point of another year of accumulation?

Another investment?

Another financial milestone?

Maybe the answer is greater security. Maybe it's more time with family, an experience you've always wanted, or the opportunity to make a difference in someone's life.

There's no single right answer.

But there should be an answer that matters to you.

Because wealth is a wonderful tool.

But it's still a tool.

Life is the point.

10/21/2026

The numbers may tell you what makes financial sense.

But they can't always tell you what makes sense for your life.

Every important financial decision comes with tradeoffs.

More wealth or more time?

Greater security or greater flexibility?

Building something bigger or enjoying more of what you've already built?

The goal isn't always to find the decision that produces the biggest number.

It's to understand what you're gaining, what you're giving up, and which matters more to you.

Because the numbers matter.

But so does the life behind them.

10/19/2026

Every financial decision is a life decision.

A vacation home or the freedom to travel somewhere new each year?

Growing your business or having more time with your family?

Paying for your children's education or allowing them to build financial independence themselves?

These aren't simply financial calculations.

They're tradeoffs.

And the best decision isn't always the one that leaves you with the most money.

It's the one that best supports the life you're trying to build.

In this week's Tandem Insight, we explore why understanding the tradeoffs—and what matters most to you—can change the way you approach important financial decisions.

Read Tandem Insight #9: Every Financial Decision Is a Life Decision → https://bit.ly/4itl14u
Megan R Baer, Co-Owner with Tandem Financial Team LLC

10/15/2026

Financial success and a successful life aren't necessarily the same thing.

You can have healthy investment accounts, a growing business, and more than enough for retirement...

But what is all of it actually for?

The people you love. The experiences you want to have. The impact you hope to make. The time you have to enjoy it.

Those are the things that give the numbers meaning.

Because financial planning shouldn't just help you build wealth.

It should help you use it well.
Megan R Baer, Co-Owner with Tandem Financial Team LLC

10/13/2026

Financial planning isn't about money.

Well, not entirely.

Most people expect their first meeting with a financial advisor to focus on accounts, investments, and how much money they've accumulated.

But those numbers only tell part of the story.

They tell us what you have.

They don't tell us what it's for.

That's why we believe great financial planning begins with understanding the person behind the numbers—their family, priorities, values, and what they want their wealth to make possible.

In this week's Tandem Insight, we share why our first conversations often look a little different than people expect.

Read Tandem Insight #8: Financial Planning Isn't About Money → https://bit.ly/3TQ1fa8

Megan R Baer, Co-Owner with Tandem Financial Team LLC

10/07/2026

Experience should make you wiser.
It shouldn't make you finished.
The longer we do this work, the more we realize how much there still is to learn.
New strategies. New perspectives. Better questions. Better ways to communicate complex ideas.
And sometimes, growth means being willing to reconsider something you thought you already understood.
The goal isn't to know everything.
It's to never stop becoming better at serving the people who trust you.

Megan R Baer, Co-Owner with Tandem Financial Team LLC

Address

1221 N Street , Suite 800
Lincoln, NE
68508

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+14024138327

Website

http://www.tandemfinancialteam.com/

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