Meet Nathan Wheeler | Financial Professional

We had the good fortune of connecting with Nathan Wheeler and we’ve shared our conversation below.

Hi Nathan, do you have any habits that you feel contribute to your effectiveness?
My daily habits for success start with prayer, setting my intentions for the day, and expressing gratitude. I prioritize personal hygiene and take my supplements before diving into my morning routine. I dedicate time to reading the Bible, stating affirmations, and visualizing my goals, which helps me maintain clarity and focus. Next I exercise. This is a key part of my day and helps me stay disciplined and energized.

After that, I engage in deep study, whether it’s industry knowledge, leadership development, or business strategy. I then confirm my appointments, ensuring my schedule is aligned with my goals. Any spare moments are intentionally used to grow my business—whether through training, marketing, or networking with clients and associates. By structuring my day this way, I stay productive, focused, and consistently moving toward my long-term vision

Can you give our readers an introduction to your business? Maybe you can share a bit about what you do and what sets you apart from others?
My journey in business has been anything but easy, but every challenge has shaped me into the leader I am today. Coming from a background in the military and strategic operations, I transitioned into the financial services industry with a clear mission: to change the financial landscape in America. I want to help people build wealth strategically so they can leave a legacy instead of debt.

Early on, I faced the typical struggles of breaking into a new industry—learning the nuances of financial strategies, building credibility, and growing a client base. But I overcame those challenges through relentless discipline, mentorship, and a commitment to mastering my craft. I surrounded myself with the right people, constantly sharpened my skills, and stayed focused on my long-term vision.

One of the biggest lessons I’ve learned is that success isn’t just about working harder—it’s about shaping your identity around who you want to become. You can’t define yourself by who you were or even who you are today; you have to intentionally align your mindset, habits, and environment with the future version of yourself. That means surrounding yourself with people who reflect the success, discipline, and values you want to embody, because who you spend the most time with shapes your beliefs about yourself.

Your habits—what you do consistently—reinforce your identity. Your affirmations—what you tell yourself—shape your confidence and self-image. And most importantly, your faith—who God says you are—grounds you in your true potential. This lesson has been transformative for me because growth is a never-ending process. If you were already the person you needed to be, there would be no reason to push forward. But the reality is, success requires constant evolution, and that starts with intentionally shaping your identity to match the vision of who you’re striving to become.

What I want the world to know about me is that my success isn’t about me. It’s not about what I can achieve for myself—it’s about leveraging my knowledge, experiences, and resources to help others reach their goals. Everything I’ve been through, everything I’ve learned, can’t just be for me. It has to serve a greater purpose. That’s why I’m committed to helping people realize their potential, achieve their dreams, and build the life they truly want.

My goal is to build an elite team of financial professionals who are just as passionate about making an impact as I am. I believe in empowering people with the right strategies, the right mindset, and the right opportunities so they can create financial freedom, security, and a lasting legacy. This isn’t just business—it’s a mission to change lives.

The road hasn’t been easy, but I wouldn’t change a thing. Every challenge has reinforced my belief that financial education and strategic planning can change lives—and I’m committed to leading that movement.

Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc.
Day 1: Welcome to Colorado Springs
-Breakfast: Urban Egg – A must-visit for fresh, locally sourced breakfast and brunch.
-Morning Activity: The Incline – If they’re up for a challenge, this steep hike offers a killer workout and breathtaking views.
-Lunch: The Loop – A unique underground restaurant with an Alice in Wonderland theme and excellent food.
-Afternoon Activity: Manitou Springs – Explore this charming mountain town, check out the mineral springs, and browse local shops.
-Dinner: The Famous Steak House – One of the best steakhouses in town, perfect for a classy welcome dinner.
-Evening: Downtown Colorado Springs – Walk around Tejon Street, grab drinks at Shame & Regret or Brooklyn’s on Boulder, a speakeasy-style gin bar.

Day 2: Outdoor Adventure & Relaxation
-Breakfast: Sandy’s Restaurant – A hidden gem with great breakfast burritos.
-Morning Activity: Cheyenne Mountain Zoo – The highest zoo in the U.S., where you can feed giraffes with an epic mountain backdrop.
-Lunch: Lunch: The Grizzly Grill – Offering culinary theatre-style dining overlooking the city of Colorado Springs and the surrounding region.
-Afternoon Activity: The Broadmoor & Seven Falls – Stroll the luxurious Broadmoor grounds, then hike Seven Falls for stunning waterfalls and scenery.
-Dinner: Golden Bee – An English pub-style eatery at The Broadmoor with live piano music and a great vibe.

Day 3: Pikes Peak & High-Altitude Adventures
-Breakfast: Denver Biscuit Company – Huge, mouthwatering biscuits with creative toppings.
-Morning Activity: Pikes Peak Highway or Cog Railway – Drive or take the scenic train ride to the summit at 14,115 feet for incredible views.
-Lunch: The Margarita at Pine Creek – A cozy, rustic spot with seasonal dishes.
-Afternoon Activity: Garden of the Gods – Walk or drive through stunning red rock formations and get some iconic Colorado photos.
-Dinner: Four by Brother Luck – A fine-dining experience featuring locally inspired dishes by a Top Chef contestant.

Day 4: Military & History Appreciation
-Breakfast: Omelette Parlor – A local favorite with hearty breakfasts.
-Morning Activity: U.S. Air Force Academy – Visit the famous chapel and grounds of this prestigious military institution.
-Lunch: Skirted Heifer – One of the best burger joints in town.
-Afternoon Activity: National Museum of World War II Aviation – A must-see for aviation and history lovers.
-Dinner: Edelweiss – A German restaurant with authentic food and a lively beer garden.

Day 5: Outdoor Fun & Local Breweries
-Breakfast: Stir Coffee & Cocktails – A cool spot for great coffee and light bites.
-Morning Activity: Red Rock Canyon Open Space – Less crowded than Garden of the Gods but just as stunning for hiking and rock climbing.
-Lunch: Phantom Canyon Brewing Co. – A brewery with great food and an upstairs pool hall.
-Afternoon Activity: AXE and the Oak Whiskey House – A hidden gem for whiskey lovers with a great atmosphere.
-Dinner: Shuga’s – An artsy and eclectic spot with amazing cocktails and small plates.

Day 6: Day Trip to Cripple Creek & Royal Gorge
-Morning Drive: Head to Cripple Creek, a historic gold-mining town with casinos and Old West vibes.
-Lunch: Mid City Grill – A great local spot in Cripple Creek.
-Afternoon Activity: Royal Gorge Bridge & Park – Walk across one of the highest suspension bridges in the world, or try the zip line!
-Dinner: 8 Mile Bar & Grill – A casual eatery near the Royal Gorge with good food and views.
-Evening Drive: Return to Colorado Springs for a chill night.

Day 7: Relax & Reflect
-Breakfast: Switchback Coffee Roasters – A great coffee spot to start the day.
-Morning Activity: Garden of the Gods Resort Spa – Treat them to a relaxing spa experience with a view.
-Lunch: TAPAteria – A fantastic Spanish tapas spot for a light but flavorful meal.
-Afternoon Activity: The Fine Arts Center – A mix of art, culture, and history.
-Dinner: Ivywild School – A converted schoolhouse with multiple bars, a brewery, and a great atmosphere to wrap up the trip.

The Shoutout series is all about recognizing that our success and where we are in life is at least somewhat thanks to the efforts, support, mentorship, love and encouragement of others. So is there someone that you want to dedicate your shoutout to?
There are several people who have played a pivotal role in my journey, and I’d be remiss not to acknowledge them. Nick Bosley and Rob Day have been incredible mentors, guiding me on the path to success, believing in me, and supporting me every step of the way. But without Silas LaGoy, I would have never met them, so he absolutely deserves recognition as well. Also, Christian Day has been my sounding board, friend, and the person who keeps me grounded, personally and professionally.

Beyond personal mentorship, Think and Grow Rich profoundly impacted my perspective. It helped me articulate strategies I had already been implementing and reinforced key principles of success in a way that truly resonated with me.

Of course, there’s no shortage of wisdom I’ve gained from so many people and resources along the way, but these individuals and this book have made a lasting impact on my journey.

Website: https://www.nathanuwheeler.com/

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