As a Financial Planning Associate, Nathan works closely with clients on a regular basis, assisting them with any questions they may have regarding their financial accounts. He also supports multiple custodians to process requests such as deposits, distributions, new account processes or account maintenance.
Nathan graduated from Grove City College with a B.S. in Finance in 2022. After completing several summer internships in the financial services industry, Nathan was drawn to start his career in the sector. With a strong appreciation for good stewardship and helping people reach their financial goals, Nathan was particularly inspired by an internship project that gave him the task of constructing his own financial plan.
Outside of work, Nathan enjoys spending time with his wife. He has a long-held interest in sports and played both rugby and soccer throughout his high school and college days.
