WHO WE ARE
Our unwavering commitment to our mission of financial literacy for all, along with our defined vision and core values, propels us forward as we strive to achieve our goal of empowering families, one at a time. We are passionate about providing the knowledge and tools necessary for financial independence and success, ensuring that every family has the opportunity to thrive.
Meet the Team
Our team of professionals comes from diverse backgrounds, bringing a wealth of experience and expertise to Strategic Ascent.
Nathan U. Wheeler
Founder of Strategic Ascent | Senior Marketing Director | Financial Strategist | Keynote Speaker | SOF Veteran
Nathan is a mission-driven leader who went from elite military operations to becoming one of the fastest-rising financial strategists in the country. After 11 years of service in the U.S. Army, culminating with 10th Special Forces Group, he brought his deep experience in leadership, systems, and strategic planning into the world of financial services.
Within his first year of going full-time, Nathan achieved significant milestones in both production and leadership, and was promoted to Senior Marketing Director, proving that discipline, vision, and a strong work ethic can accelerate success in any industry. Today, he leads Strategic Ascent, a national movement of ethically driven financial professionals committed to reshaping the financial future of America.
His vision is bold: to help 15 million families achieve financial independence, create 3,000 new millionaires, and build the largest team of purpose-driven leaders in the industry. Nathan empowers individuals, entrepreneurs, business owners, and investors to grow and protect wealth, with tax efficiency and legacy in mind.
What sets him apart is not just his success, but his purpose. Nathan believes your identity shapes your destiny. That’s why his work goes beyond finances, it’s about helping people align their mindset, habits, and environment with the person they are becoming.
Whether he's coaching a new associate, guiding a high-net-worth client, or leading in training future leaders, Nathan brings clarity, strategy, and heart to everything he does. His journey is proof that with the right mission, the right team, and the right systems, anything is possible.
