Nathan has been a member of our team since 2023. He has been a pillar within our organization, approaching every task with methodical care and integrity. He spends his time as a Paraplanner helping create financial plans and being an invaluable support to the Advisors and clients.
Hailing originally from Idaho, Nathan graduated from Idaho State University with a Bachelor of Business Administration in Finance and Management. In his free time, he enjoys doing a variety of outside activities, learning about everything Finance-related, and spending time with his fiancée, Kaitlyn. Nathan holds the CFP®, Series 7 and 66.
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC