NATHAN WHEELER

Nathan U. Wheeler is a Combat Veteran, Keynote Speaker, Master Certified Professional Coach, Certified Exit Planning Advisor (CEPA), and Financial Strategist. He is the Founder of Strategic Ascent and a senior leader within The Miliare Group, where he leads one of the fastest-growing financial and advisory teams in the United States.

Nathan served 11 years on Active Duty in the U.S. Army, including time in Special Operations. Following his military career, he continued supporting national security efforts as a government contractor with several leading firms, including SOS International, Booz Allen Hamilton, Delta Solutions & Strategies, and Deloitte. From 2017–2023, he worked alongside senior-level decision-makers on enterprise-wide strategic initiatives, organizational performance, and large-scale transformation.

Integrating military precision, leadership development, and corporate-level strategic consulting, Nathan now specializes in financial strategy and value acceleration, helping business owners, executives, and high-net-worth families intentionally build, protect, and transition wealth. His mission is to elevate the financial future of American families and entrepreneurs, turning complexity into clarity and transforming success into generational legacy.

{custom_meta_description=Nathan Wheeler - - The Miliare Group | Strategic Ascent - Colorado Springs, Colorado, profile_url=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/8_Unknown/Member%20Images/Nathan-Wheeler.jpeg, city=Colorado Springs, display_country=United States, hs_object_source_detail_1=Find a CEPA November 2025, profile_description=

Nathan U. Wheeler is a Combat Veteran, Keynote Speaker, Master Certified Professional Coach, Certified Exit Planning Advisor (CEPA), and Financial Strategist. He is the Founder of Strategic Ascent and a senior leader within The Miliare Group, where he leads one of the fastest-growing financial and advisory teams in the United States.

Nathan served 11 years on Active Duty in the U.S. Army, including time in Special Operations. Following his military career, he continued supporting national security efforts as a government contractor with several leading firms, including SOS International, Booz Allen Hamilton, Delta Solutions & Strategies, and Deloitte. From 2017–2023, he worked alongside senior-level decision-makers on enterprise-wide strategic initiatives, organizational performance, and large-scale transformation.

Integrating military precision, leadership development, and corporate-level strategic consulting, Nathan now specializes in financial strategy and value acceleration, helping business owners, executives, and high-net-worth families intentionally build, protect, and transition wealth. His mission is to elevate the financial future of American families and entrepreneurs, turning complexity into clarity and transforming success into generational legacy.

, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=nathan-wheeler, lname=Wheeler, hs_object_source_id=enrollmentId:2116067049091;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202025/WHEELER-NATHAN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-NOVEMBER-2025.pdf, hs_createdate=1764337953465, cohortium_profile_title=Nathan Wheeler | Insurance Professional at The Miliare Group | Strategic Ascent | CEPA Connect Member, state=Colorado, id=41676018050, designations__text_=CEPA, MCPC, advisor_type=Insurance Professional, member_profile_approval_flag=false, custom_page_title=Exit Planning Institute - Find a CEPA | Nathan Wheeler, email=wealth@nathanuwheeler.com, cohortium_meta_description=Connect with Nathan Wheeler, a specialized Insurance Professional working with The Miliare Group | Strategic Ascent based in Colorado. Credentials include: CEPA, MCPC., associated_contact_record_id=144951556279, website=www.nathanuwheeler.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20NOVEMBER%202025/10755_Wheeler_CEPA-Certificate-2025-November.pdf, pending_profile_information=, is_editable=editable, url_slug_2=nathan-wheeler, user_profile_updates_pending_epi_team_review=false, impersonate_user_url=https://exit-planning-institute.org/member-detail/nathan-wheeler?impersonation=true, full_name=Nathan Wheeler, hs_lastmodifieddate=1768343140513, phone=+1 719-602-9734, company_name=The Miliare Group | Strategic Ascent, name=Nathan, hs_object_id=41676018050, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=80921-2204, status=Published, hs_updated_by_user_id=78050139}