Nathan’s most important goal? Helping you meet yours.

As a financial advisor with nearly two decades of experience, Nathan knows that his clients’ goals are as unique as their stories. That’s why he crafts customized plans that take into account each aspect of his clients’ lives.

“I take the time to understand what’s truly important to you – whether it’s saving for college, creating the retirement of your dreams, making informed investments or something else,” he says. “The personalized financial guidance I offer can help you prepare for the anticipated and the unexpected things in life, allowing you to feel more confident about your financial future.”

A graduate of the University of North Texas, Nathan holds a bachelor’s degree with honors in business administration. He’s also an Accredited Asset Management Specialist℠, showing his profound knowledge in asset allocation, investment strategies, estate planning and more. Additionally, Nathan is a Chartered Retirement Planning Counselor℠, a certification he earned by completing rigorous coursework focused on the pre- and post-retirement needs of financial services clients.

Nathan uses his specialized knowledge to help clients with a variety of needs, from guiding them through investment management and tax planning to providing them with retirement income strategies and helping them save for their children’s futures. Nathan’s dedication to his clients has helped earn their trust.

In addition to his professional and education achievements, Nathan is an active member of his community. For instance, he’s a volunteer fireman, a community construction captain for the Gunter Parks Foundation, a youth sports coach for the Gunter Youth Association, and a Junior FFA parent, sponsor and supervisor.

When he’s not working or volunteering, Nathan devotes himself to being with his family. Together, they go camping, hiking and traveling. They’re also happy to partake in community events and associations, including sports events, and are proud churchgoers.