For more than a decade, Nathan has been serving clients in financial planning. Graduating with his bachelors with a concentration in financial planning from St. John Fisher in 2008; Nathan started his career in financial planning with Northwestern Mutual and spent his first 10 years with this firm. Nathan and his fellow partners had a vision for building a firm with a mission that goes beyond the common areas of financial planning. Nathan's main purpose is helping the people he works with get the absolute most out of their time here on Earth.
Nathan, his wife Nicole, and their dog Miller live out in the country in peace and quiet just the way they like it. In his free time, Nathan enjoys hunting, golfing, socializing with friends, cooking, and working out.