Nathan is a third generation Wealth Advisor and has been practicing since 2008. He has extensive experience in working with Executives, Physicians, and Business Owners. He specializes in Retirement Planning, Wealth Preservation, Insurance Analysis, Investment Planning, and business succession planning.
Nathan designs custom financial planning strategies and problem solving solutions for successful individuals and their families. Committed to integrity and high quality planning he is faithful in helping his clients toward achieving their financial goals. Nathan received his Bachelors in Banking and Finance from University of North Florida. Since Nathan started his career in 2008, he has received recognition for many professional accomplishments including 5 consecutive rising leaders awards and Million Dollar Round Table (MDRT)*. In addition, Nathan also holds the Financial Services Certified Professional (FSCP®) and Certified Retirement Plan Specialists (CRPS®) designations.
Born in Jacksonville Florida, Nathan is one of ten children. His experience in traveling to over 33 countries has helped him with business, life, and family advice. Nathan and his wife Carole have three children; Celia, Lukas, and Aria.
*To qualify for the Million Dollar Roundtable members must meet a certain level of premium, commission or income during the year.