Nate began his career in the securities industry in 2012, In 2019, he earned the Accredited Investment Fiduciary® designation which helps demonstrate he has met the educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve the best interests of the clients. Nathan focuses on assisting individuals, families, businesses, trusts, and foundations with strategic financial planning. Then thereafter, developing an investment approach and discipline to help meet these stated short and long-term goals. As a firm believer in consistent investment education this will instill confidence in clients when making financial decisions.
Nathan earned his Bachelor’s Degree in Finance from The University of Akron, College of Business Administration. He spent his final year of college as an intern for DiLauro Financial Services – which in 2015 merged with MWT Investment Group to create The Wealth Advisory Group of DiLauro Wracher & Thomas. He maintains a Series 7 and Series 66 license, as well as Life, Variable, Accident and Health Insurance licenses.
Nathan is a former collegiate athlete at The University of Akron. In his spare time, he enjoys golfing or attending a football or baseball game. The Howland, Ohio native is an avid traveler and resides in Cleveland, Ohio.