As an Associate Wealth Advisor, Nathan works closely with lead advisors to develop and deliver integrated financial plans tailored to each client’s needs. He plays a key role in client onboarding, assisting with opening and transferring accounts, and is responsible for co-ordinating client meetings and engaging in all necessary follow-up tasks with customer service at the heart of his work.
Nathan graduated from Grove City College with a B.S. in Finance in 2022. After completing several summer internships in the financial services industry, Nathan was drawn to start his career in the sector. His strong appreciation for good stewardship and helping people reach their financial goals was particularly inspired by an internship project that required him to construct his own personal financial plan. This hands-on experience gives him a deep understanding of the challenges and opportunities in personal financial planning. In early 2025, Nathan earned his CERTIFIED FINANCIAL PLANNING® certification.
Outside of work, Nathan enjoys spending time with his wife and is active in his local church. He has a long-held interest in sports and played rugby and soccer throughout high school and college.
