An Independent Fiduciary
​​Matt and Nate founded Yule Creek with the shared vision of inspiring confidence, freedom, and peace of mind through financial wellbeing.
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Get to know Matt and Nate below:
For nearly 20 years, Matt has been dedicated to helping his clients navigate the financial markets with a particular focus on Colorado municipal bonds. What began as a career as a credit analyst has evolved into developing long-term meaningful relationships with his clients. His experience as a portfolio manager, trader and compliance officer has given him a well-rounded perspective on the markets and building a successful advisory firm.
Matt considers it a privilege to serve clients in this role as a fiduciary advisor and is grateful for the opportunity to do so on the Western Slope of Colorado.
Matthew Owings, CFA
CEO
(970) 401-6504
Nate found his professional purpose in the client-centric world of wealth management. He takes pride in delivering thoughtful financial advice and precise investment solutions that impact clients' lives.
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Nate is a CFA Charterholder with nearly ten years of experience in wealth management from Switzerland and the US. He serves as Chief Compliance Officer at Yule Creek.
(970) 427-0525
Nathaniel Kaup, CFA
CCO