Nathan is a third generation financial advisor and has been practicing since 2008. He received his Bachelor’s in Finance from the University of North Florida and started his career with MassMutual Financial Group where he quickly rose through the ranks.
During his time at MassMutual Nathan achieved recognition for many professional accomplishments including 5 consecutive rising leaders awards, MassMutual’s blue chip circle award, the position of top advisor with Financial Design Associates, induction into the Million Dollar Round Table*, the Florida “40 under 40” advisor award**, and the NAIFA Quality Award in life insurance and annuities***. In addition, Nathan also holds the Financial Services Certified Professional (FSCP) and Certified Retirement Plan Specialist (CRPS) designations.
Born and raised in Jacksonville, Nathan is one of ten children. His experience traveling to over 28 countries has helped him with business, life, and family advice. Nathan deeply values his faith in God, and he understands the roles that hard work, character, and integrity play in becoming financially independent and preparing for the future in both personal and professional capacities.
Nathan has three children; Celia (13) and Lukas (3) and a baby girl on the way. He enjoys staying fit, eating healthy, traveling and is an overall thrill seeker.
*The 40 Under Forty program was designed to recognize professionals across all spectrums of the financial consulting profession (regardless of affiliation with NACVA and the CTI) for their accomplishment in the field and within their communities. The honorees are chosen by the executive staff of NACVA and CTI. NACVA and the Consultants’ Training Institute (CTI) reviewed and selected forty honorees exemplifying the brightest emerging leaders in the profession.
**To qualify for the Million Dollar Round Table (MDRT) members must meet a certain level of premium, commission or income during the year.
***The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes: Professionalism through education and earned designations, Production measured by performance metrics customized for each practice specialty, Adherence to the NAIFA code of ethics, and Service to your industry association.