Nate Purcell
Tax Associate
Department: Tax
Experience: Tax since January 2023
Education: Bachelor of Science in Accounting from the University of Missouri-Kansas City;
Based in the Lenexa, Kansas office, Nate has prepared tax returns for individuals, trusts, partnerships, and S-corporations since joining the Modern Wealth team in July 2025. Nate believes there is a growing need and hunger for financial advice – especially for folks who didn’t grow up around wealth. He enjoys trying to help other people as he grows professionally.
Prior to beginning his career in accounting, Nate served in the United States Air Force as a Paralegal. He focused largely on litigation of federal court cases and helping local servicemembers/veterans with civil legal issues, such as landlord-tenant issues and drafting wills.
After completing his enlistment, Nate returned home to focus on his education. While he started to focus his studies on computer science, Nate’s experiences led him to shift his path toward accounting, as it was a field that better aligned with his skills and interests. While working toward his degree at UMKC, Nate had the opportunity to intern at RubinBrown LLP and Mariner Wealth Advisors.
When Nate isn’t working, he loves spending time with his girlfriend, Adrienne, and their two dogs, Boogie and Hazel. They enjoy trips to local dog parks, getting hooked on a good Netflix series, or playing video games together. Nate is also really into stand-up comedy and is a big fan of live music—pretty much any band, artist, or genre.
Nate comes from a large family. He has two younger brothers, a younger sister, and five stepsiblings. A fun fact about Nate is that he lived in Korea for one year and Japan for two years. While he can’t speak much Korean or Japanese, he had many fun adventures while in each country and fully intends to go back to both as soon as he can.