Nathan is a Senior Advisor and Principal who works with Wealth Management and Investor Solutions clients. He has been providing financial planning and investment management advice to clients since 2000. He specializes in retirement, college, investment management, insurance, estate, and tax planning. He also serves on the firm’s Investment Committee.
Nathan completed his undergraduate education from Ohio University in 2000, where he received degrees in Finance and Economics. He also received his MBA from Kent State University in 2007.
Nathan has been involved with the Akron Chamber of Commerce, North Canton Chamber of Commerce, the Green Ohio Chapter of Toastmasters International, and was the past Treasurer of the North Canton JAYCEES. Nathan is also a member of the Financial Planning Association of America (FPA). He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009.