Nathan focuses on assisting individuals, families, businesses, trusts, and foundations with strategic and tactical financial decision making. Discussing and analyzing each clients wants and needs to develop an in-depth understanding of their goals and risk tolerance, then developing a tailor-fit process and investment approach to meet these short and long-term goals.
Nathan began his career in the securities industry in 2012. In 2019, he earned the Accredited Investment Fiduciary® designation which helps demonstrate that he has met the educational, competence, conduct and ethical standards to carry out a fiduciary standard of care and serve in the best interests of his clients. In 2024, he obtained the Certified Exit Planning Advisor® designation which engages the Value Acceleration Methodology to assist business owners in building more valuable companies, to have stronger business and personal financial plans, and aligning goals to obtain a desired exit from their business. These exits include internal or familiar successions, employee stock ownership plans, strategic or private equity acquisitions, and initial public offerings. Nathan was named in ’25 Next Gen Advisors to Watch’ (2022), ‘100 Advisors to Watch (Over $1B+)’ (2023), and ‘100 Advisors to Watch – Next Gen’ (2024) by AdvisorHub.
To instill confidence within his clients, Nathan explains each individual action plan through an easy-to-digest discussion. He centers initial conversations around a probability of success equation, taking confusion and emotion out of the investment decision process. His focus is on understanding each client’s full financial picture. This includes not only investments and financial planning, but also; cash optimization, tax mitigation, highly concentrated position alternatives, management or utilization of debt, estate planning, alternative income generation, risk and cash flow analysis, exit planning and the utilization of investment banking capabilities. While most advisors focus solely on asset accumulation, Nathan allocates time to discuss asset distribution, asset preservation, as well as multigenerational wealth transfer. He also has extensive experience within the defined contribution space, including Multiple Employer Plans (MEP), as well as, serving as a 3(21) or 3(38) fiduciary for corporate retirement plans.
A lifelong interest in the financial markets and the joy that comes along with helping others accomplish their goals in life are the driving forces behind his career.
Nathan is a former collegiate athlete at The University of Akron. In his spare time, he enjoys golfing or attending basketball, football, or baseball games. The Howland, Ohio native is an avid traveler and resides in Cleveland, Ohio.
† The 2023 AdvisorHub 100 Advisors to Watch over $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
The 2022 AdvisorHub 25 Next Gen Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than in other areas. Advisors considered have between seven- and fifteen years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 152 in this category, 25 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of the advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.