Nate Lenz is the CEO and Co-Founder of Concurrent Advisors, a leading and rapidly expanding registered investment advisor (RIA) firm managing $12 billion in assets. With a hands-on, consultative approach, Concurrent Advisors empowers financial advisors with the independence, control, and flexibility to better serve their clients. Before founding Concurrent, Nate co-founded and managed I&A Consulting, a boutique consultancy specializing in M&A and advisor recruitment. He also served as Vice President of Succession Planning & Acquisitions at Raymond James Financial Services, where he led a consulting team supporting over 4,000 independent financial advisors. Nate's extensive experience and innovative approach make him a visionary leader in the wealth management industry.