With a focus on financial planning, retirement and business exit planning, Nathan brings a wealth of experience to the Trusted Wealth Team. Starting in the financial industry straight out of high-school, Nathan received his Series 7, 66, 24 and 4 in his 10-year tenure with TD Ameritrade. Next, he joined former broker/dealer Securities America and provided business coaching and consulting with a focus on Continuity, Succession and Acquisition planning for financial professionals. Bringing 18+ years of industry experience to the table, Nathan joined Trusted Wealth Partners in January of 2021. He earned a bachelor’s degree in Business Management from Bellevue University. In November of 2022, he earned his CERTIFIED FINANCIAL PLANNER® certification.
When he’s not in the office, Nathan enjoys traveling, tackling new projects, and most often, spending time with his wife Lauren and their two children, Hayden and David.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.