Our Team

We work for you

With the Raymond James professionals at CenterPoint Financial Group, you’ll discover a refreshing alternative to the typical financial advisor-client relationship. Here, we’ve brought together a specialized team of highly skilled and knowledgeable investment, insurance and financial planners – all working to the benefit of our clients.

Each brings their own specialty to the firm, along with the ability to apply this expertise to your specific circumstances – ensuring that we’re able to meet your expectations for service, while building lasting relationships.

 

 

The CenterPoint Financial Group team includes:

 

Education: Bachelor of Science, majoring in mathematics and economics, from Doane College

Background: A second-generation financial planner, Nate worked alongside his own father before co-founding CenterPoint Financial Group, an independent firm more than a decade ago.

Outside Interests: Outside the office, Nate, his wife Alyssa and daughters Raegan, Mara, and Ava are involved in various community groups, church, and other activities.

Nathan.LeGrand@RaymondJames.com

Nathan LeGrand, CFP®

President & CEO, CenterPoint

Financial Group

 

 

Education: Bachelor of Arts, majoring in psychology and sociology, from Peru State College. Went on to earn her securities license in 1999.

Background: With more than 15 years of experience in financial services, Patty Vogt is proven in her ability to provide clients exemplary customer service at every point of contact.

Outside Interests: When not assisting CenterPoint's clients, Patty enjoys traveling, playing music, brushing up on her photography skills and relaxing with her family, friends and pets.

Patricia.Vogt@RaymondJames.com

Patty Vogt

Client Services Manager

 

 

Education: Associate in Applied Science of Accounting from Metropolitan Community College

Background: Anne has several years of experience in customer service and management.

Outside Interests: When not working, Anne enjoys film, art, and traveling.

Anne.Jones@RaymondJames.com

Anne Jones

Client Services Associate