Retirement Plan Consulting

Nate graduated from the University of Wisconsin–Platteville with a Bachelor of Science in Business Finance. He is committed to providing thoughtful, personalized financial guidance and has earned respected industry credentials, including the Certified Financial Planner® certification in 2018.

Outside of work, Nate enjoys a full and active life with his wife and their two young children, who keep them constantly on their toes with their energy and curiosity. He values time spent with family and makes the most of every opportunity to be present for life’s everyday moments. When time allows, Nate enjoys staying active through golfing, skiing, and running, and he also appreciates a good book to unwind and recharge. Whether outdoors or at home, he believes in creating balance and making time for the things that matter most. Nate has a membership interest in Klaas Financial Asset Advisors, LLC.

• Favorite Podcast: Jocko Podcast
• Favorite Vacation Spot: Rocky Mountains

Alyssa earned her Bachelor of Arts in Economics from Northern Illinois University in 2019 and holds the Certified Financial Planner® (CFP®) designation. With a strong foundation in financial planning and a passion for helping individuals and families achieve their goals, Alyssa brings a thoughtful and client-centered approach to her work.

Originally from the Chicagoland area, Alyssa has proudly called the Rockford region home for much of her adult life. She is actively engaged in her community and serves on the Advisory Council for the Northwestern Illinois Area Agency on Aging, supporting efforts to improve resources and services for older adults in the region.

Outside of the office, Alyssa enjoys spending quality time with her husband and young son—often cheering him on at basketball and soccer games. She also loves cooking and baking, horseback riding, gardening, exploring the outdoors, and traveling whenever she gets the chance.

• Favorite Movie Genre: World War II era movies
• Best financial advice you were given: “Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” – Albert Einstein

Eric is a graduate of the University of Wisconsin–Madison, where he earned a Bachelor of Science in Personal Finance. Originally from Northeast Wisconsin, Eric has proudly called Madison home for over 15 years.

He is an active member of the Rotary Club of Madison and currently serves on the Board of Trustees for the Madison Rotary Foundation. Eric also contributes to his local community as Vice President of the Cherokee Park Neighborhood Association.

Outside of the office, Eric enjoys cheering on the Packers and Badgers, gardening, and traveling. He especially values time spent in Eagle River at his family’s cabin, where he enjoys unwinding with loved ones in the Northwoods. Eric has a membership interest in Klaas Financial Asset Advisors, LLC.

• Favorite TV Show: Succession
• Best financial advice you were given: “You can always have more, so it is important to know when you have enough.”

Forrest retired from Klaas Financial in July 2026 after serving as Director of Retirement Plans for the final four years of his career. Throughout his many years in the retirement plan industry, Forrest was dedicated to helping employers and their employees prepare for a confident retirement through thoughtful planning, education, and guidance.

As he begins this exciting new chapter, Forrest looks forward to traveling more with his partner, Roxanne, and exploring new hiking destinations with his three sons. When he's not on the road or the trail, you'll likely find him enjoying a quiet day by the lake, embracing the slower pace of retirement and spending time with family and friends.