Tandem's Unique Approach

About Tandem Financial Team

Founded in 2022, Tandem Financial Team brings together the complementary expertise of two seasoned financial professionals, Megan Baer and Nate Workentine, to deliver extensive financial strategies with a focus on building lasting family legacies.

Our Foundation

We believe that truly effective financial strategies require deep expertise across multiple disciplines. That's why we built Tandem Financial Team around a partnership that unites distinct but complementary specialties:

- Megan Baer brings 14 years of experience and recognized excellence in protection strategies, helping families safeguard their financial future

- Nate Workentine contributes 11 years of proven expertise in investment management and tax advantaged solutions, optimizing growth while maintaining tax efficiency

Our Approach

Just as a tandem bicycle requires two riders working in harmony to reach their destination, we believe your financial journey benefits from the coordinated efforts of specialists working together. This synergy allows us to provide thorough solutions that address both wealth protection and growth—essential elements for creating lasting financial legacies.

Our Focus

We specialize in serving family-focused clients who want to build and preserve wealth across generations. Whether you're preparing for your children's future, preparing to transfer wealth, or building a legacy that will impact future generations, our team provides the strategic guidance and expertise needed to turn these aspirations into reality.

Our commitment is to help you create not just a financial strategy, but a lasting legacy that reflects your values and secures your family's future.