Nathan is a CERTIFIED FINANCIAL PLANNER™ and has a passion for coaching. Not only teams of his children, but also his clients as they navigate the uncertainty of their financial future. Both require understanding fundamental principles, envisioning a future goal and executing a plan to succeed.
Nathan started in the financial advisory industry 16 years ago working at one of the largest investment firms in the country, gaining experience in New York City and Los Angeles.
He moved to Arizona and helped start and run an independent investment firm headquartered in Scottsdale where he was constantly seeking impactful and innovative strategies to assist clients preserve their wealth and minimize their taxes.
Nathan graduated from Brigham Young University in Provo, Utah with a B.S. in Corporate Finance. He worked for the U.S. House of Representatives, in the main office for the Committee on Ways & Means in Washington, D.C. This was his introduction to the impact that taxes have on wealth since the Ways & Means is one of the primary committees overseeing tax laws.
Nathan has a very active home with his wife and six children. They have four biological children and are a foster family that currently has two young brothers living with them. His wife practices as a PA in Dermatology in Gilbert.
He and his wife are actively involved in their church and the community of Gilbert where his wife’s family planted their roots decades ago and have watched it grow to the thriving town it is now. Since Nathan was born and raised in Dallas, Texas, he did his best to instill in his kids to cheer for his favorite childhood sports teams.