Nathan joined the firm in 2006. He chose this career because he believes in helping clients meet their financial goals and believes in our company’s core values that our clients’ needs and best interest come before any other considerations. As an Investment Advisor Representative, he is part of the team that designs our clients’ investment portfolios, prepares individual tax returns, and helps our Advisor Team with financial planning for our clients. Nathan is part of the Management Team as the Director of Trading for the company. His responsibilities in the trading department include assisting the Advisory Committee in implementing our investment portfolios, developing techniques to trade for our clients more efficiently, and creating a team of traders that can assist any client or advisor with their trading needs. In his off time he enjoys outdoor activities such as canoeing, hiking, or camping and spending time with family.