After majoring in finance at Kent State University, Nathan founded and managed multiple small businesses in Ohio for a decade. His businesses flourished, but he longed for an opportunity to move to a warmer climate. Nathan relocated to Florida in 2009.
After building relationships with business and community leaders in the Sarasota area for more than five years, Nathan was offered the opportunity to join one of the top management teams at Morgan Stanley. He readily completed the requirements to gain his securities licenses and began serving clients in the Sarasota, FL office. In 2012, to more effectively serve clients, Nathan launched his own firm. While establishing his wealth management firm and prospecting for new client relationships, Nathan realized that he could enhance his clients’ opportunities by partnering with a more established wealth management team.
By forming strong relationships through consistent communications, Nathan builds comprehensive plans to meet individual goals. If you are saving for retirement or already there, Nathan analyzes your resources and investments to create a balanced financial plan incorporating strategies required in today’s complex market.
Nathan is a Registered Representative with and maintains his Series 7 and 66 registrations with LPL Financial. He lives in Sarasota with his wife, Brianne.