Nathan uses his knowledge and experience to help clients navigate the complex world of finance and retirement planning with confidence.
Nathan started in the industry in 2013 and since then has worked to create simple, effective and easy-to-understand plans for his clients. As someone deeply interested in finance, Nathan understands the complexities of retirement planning. That’s why he breaks his financial strategies into bite-size chunks designed for ease of understanding. He also works to ensure that each plan aligns with crucial components like family values and unique financial considerations.
Nathan has passed the Series 7 and 66 securities exams, held with LPL Financial, and holds life, accident, health and variable insurance licenses. He graduated from Grand Valley State University with bachelor’s degrees in finance and business.
In his free time, Nathan enjoys all things outdoors, including hunting, fishing and hiking. He also likes to spend time with friends, family and his dog, Mags.