Nathan earned his Bachelors Degree in Business Finance from Messiah College. Growing up, he knew he wanted to help educate and guide individuals into financial freedom. Nathan partners with clients by taking the time to understand who they are and what they are trying to achieve and then walks along side them as a guide on their journey to achieve those objectives.
[Nathan’s practice focuses on Customized Financial Planning and Wealth Management for individuals and families specializing in the areas of retirement planning, tax planning, estate planning and investment portfolio analysis.]
Nathan has obtained the Certified Financial Planner TM, CFP®, designation which comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced.
Through qualified training, Nathan has also offered numerous educational workshops on Social Security benefits helping educate individuals on how to customize a strategy to maximize their retirement. Nathan holds his FINRA Series 7, 65, and 63 Securities Licenses, as well as his Life/Health/Annuities License. As an alumnus of Messiah College, he served on the Board for the Messiah Business Alumni Association. Nathan also enjoys volunteering with Junior Achievement teaching financial literacy and as an usher/greeter at his church.
Married to his best friend, Abby, he enjoys working on their vegetable garden, spending time with family and friends, golfing, and reading.