Nathan builds lasting relationships with clients by helpping turn financial complexity into clarity and confidence. He focuses on helping families navigate wealth transitions, investment strategy, and long-term planning with a process rooted in deep listening, rigorous analysis, and transparent communication.
With 10 years in the financial industry, including a Private Wealth Advisor role for a national bank, Nathan combines institutional expertise with personalized service. He holds a Bachelor’s degree in Personal Finance-Financial Planning from UW-Madison and earned the Chartered Financial Analyst (CFA®) designation, demonstrating his commitment to the highest standards of the industry.
Outside of the office, Nathan and his wife Jen stay busy raising their two young children, Isla and James.
