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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Nathan Wheeler

Nathan U. Wheeler is a Combat Veteran, Keynote Speaker, Master Certified Professional Coach, Certified Exit Planning Advisor (CEPA), and Financial Strategist. He is the Founder of Strategic Ascent and a senior leader within The Miliare Group, where...

ABOUT NATHAN

Nathan U. Wheeler is a Combat Veteran, Keynote Speaker, Master Certified Professional Coach, Certified Exit Planning Advisor (CEPA), and Financial Strategist. He is the Founder of Strategic Ascent and a senior leader within The Miliare Group, where he leads one of the fastest-growing financial and advisory teams in the United States.


Nathan served 11 years on Active Duty in the U.S. Army, including time in Special Operations. Following his military career, he continued supporting national security efforts as a government contractor with several leading firms, including SOS International, Booz Allen Hamilton, Delta Solutions & Strategies, and Deloitte. From 2017–2023, he worked alongside senior-level decision-makers on enterprise-wide strategic initiatives, organizational performance, and large-scale transformation.


Integrating military precision, leadership development, and corporate-level strategic consulting, Nathan now specializes in financial strategy and value acceleration, helping business owners, executives, and high-net-worth families intentionally build, protect, and transition wealth. His mission is to elevate the financial future of American families and entrepreneurs, turning complexity into clarity and transforming success into generational legacy.

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