Nathan focuses on assisting individuals, families, businesses, trusts, and foundations with strategic and tactical financial decision making. Discussing and analyzing each clients wants and needs to develop an in-depth understanding of their goals and risk tolerance, then developing a tailor-fit process and investment approach to meet these short and long-term goals.
Nathan began his career in the securities industry in 2012. In 2019, he earned the Accredited Investment Fiduciary® designation which helps demonstrate that he has met the educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve in the best interests of his clients. In 2024, he obtained the Certified Exit Planning Advisor® designation which engages the Value Acceleration Methodology to assist business owners in building more valuable companies, to have stronger business and personal financial plans, and aligning goals to obtain a desired exit from their business. These exits include internal or familiar successions, employee stock ownership plans, strategic or private equity acquisitions, and initial public offerings. Nathan was named in ’25 Next Gen Advisors to Watch’ (2022), ‘100 Advisors to Watch (Over $1B+)’ (2023), and ‘100 Advisors to Watch – Next Gen’ (2024) by AdvisorHub. He also was recognized by Forbes as ‘Best-In-State Next-Gen Wealth Advisor’ (2024).
To instill confidence within his clients, Nathan explains each individual action plan through an easy-to-digest discussion. He centers initial conversations around a probability of success equation, taking confusion and emotion out of the investment decision process. His focus is on understanding each client’s full financial picture. This includes not only investments and financial planning, but also; cash optimization, tax mitigation, highly concentrated position alternatives, management or utilization of debt, estate planning, alternative income generation, risk and cash flow analysis, exit planning and the utilization of investment banking capabilities. While most advisors focus solely on asset accumulation, Nathan allocates time to discuss asset distribution, asset preservation, as well as multigenerational wealth transfer. He also has extensive experience within the defined contribution space, including Multiple Employer Plans (MEP), as well as, serving as a 3(21) or 3(38) fiduciary for corporate retirement plans.
A lifelong interest in the financial markets and the joy that comes along with helping others accomplish their goals in life are the driving forces behind his career.
Nathan is a former collegiate athlete at The University of Akron. In his spare time, he enjoys golfing or attending basketball, football, or baseball games. The Howland, Ohio native is an avid traveler and resides in Cleveland, Ohio.
