Nathan joined Baker Wealth Advisors as Associate Wealth Manager in 2024, bringing solid experience gained since his entry into the financial services industry in 2021. As an integral part of the team, Nathan assumes a prominent role in shaping the client experience, ultimately assisting clients in achieving their financial goals and building a strong financial foundation for the future.
Nathan’s effectiveness in this role is driven by his exceptional listening skills and keen attention to detail, attributes that prove invaluable not only during the initial onboarding process but also throughout the entire client partnership with Baker Wealth Advisors. His commitment to understanding and anticipating clients’ needs stems from a genuine desire to foster strong relationships and exceed expectations in serving others, a principle that drew him to the industry.
Beyond his dedication to helping clients succeed, Nathan is a firm believer in education, not just for clients but also for himself. He continues to pursue the expansion of his credentials and licenses within the industry, demonstrating his commitment to staying abreast of developments to provide the best financial guidance.
Originally from Raleigh, North Carolina, Nathan earned his Bachelor of Science degree from North Carolina State University. Prior to joining Baker Wealth Advisors, he worked with TD Bank Private Client Group.
Nathan and his wife, Addison, have a golden retriever, Bowen. They enjoy hiking and have a shared passion for cooking. On any given weekend, you may find them at a local brewery, in a tent in the woods, playing board games with friends, or trying a new restaurant.