Nathan strives for peace of mind for his clients every day. Each client has a unique set of complexities that require a customized approach, and it’s essential to identify their core values and priorities to make the best decisions. Wealth and tax planning, cash flow, charitable planning, estate planning, and investment management require a lot of insight.

Nathan is passionate about the work he does with his clients. As a fiduciary, he acts in their best interest and creates a measurable impact in their lives. He helps them feel confident about their financial lives by considering all possible angles and scenarios of their financial picture.

He has a Bachelor of Science in Finance (Concentration on Investment Management) from the University of Dayton and his Series 65 (Active) license.

Nathan lives in Cuyahoga Falls, Ohio, and enjoys playing soccer, golfing, hiking, and biking through the Cuyahoga Valley National Park.