Nathan is passionate about serving individuals, families and business owners and feels called to lead clients towards achieving long-term financial fitness and contentment.
Nathan is a graduate of the University of Colorado at Boulder where he earned a Bachelor’s degree in Economics and he has also obtained a Master’s Certificate from the College for Financial Planning. Nathan's background and understanding of Economics, along with a comprehensive approach to financial planning helps connect the developments in the world around us with concerns clients may have about their investments and life goals. This insight helps to maintain perspective around long-term goals and the importance of creating a plan and sticking to the strategy.
Nathan is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® and is an Investment Advisor Representative of Commonwealth Financial Network. Nathan is also licensed in life, health, and long term care insurance. Nathan serves on the board of directors for the Never Alone Foundation, a local non-profit organization supporting families seeking international adoption.
In 2022, Nathan received the Colorado Springs Five Star Professional award* for his commitment to clients. This award was based off of 10 factors such as designations, time in the industry, and the number of clients served. Out of the 2,132 advisors who qualified, just 235 received this honor.
Nathan is a native of Colorado and married his wife Nicole in August of 2012. They welcomed their daughter, Luna, to the family in December of 2017 and son, Francisco, in July of 2019. Nathan, Nicole, Luna and Francisco enjoy spending time with family, who are all local to the Colorado Springs area. Nathan loves to cook and dedicates his time away from work to playing the guitar and outdoor activities including snowboarding, running, and exploring the Colorado mountains.
*2022 Five Star Wealth Manager Award, created by Five Star Professional. Presented in October 2022 based on data gathered within 12 months preceding the issue date. 2,132 advisors were considered, 235 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.