Nathan assists the team in building out and establishing “base case” scenarios for clients when they first come aboard. Preparing annual review meetings for existing clients also falls under Nathan’s purview. He maintains our Wealth Management System on a day-to-day basis and analyzes various “what if” projections to help us understand the impact our recommended strategies have on client goals and objectives. Nathan endured a rigorous application and interview process and was recently awarded a Military Veterans scholarship sponsored by the American College of Financial Services to study and eventually become a CERTIFIED FINANCIAL PLANNER™ professional.
Getting to Know Nathan
Favorite food: BBQ and Mexican
Favorite quote: "A wise man doesn't know the right answers, rather, he knows the right questions."
Favorite holiday: Christmas
Favorite movie: The Other Guys
Something on your bucket list: Play a round of golf at Augusta
Biggest accomplishment: Becoming a Marine and a Father