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 and achieved his Behavioral Financial Advisor™ and Certified Exit Planner™ designations. In November of 2022, he earned his CERTIFIED FINANCIAL PLANNER™ designation.
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.