About
Nathan
Nathan leverages evidence-based money optimizations to partner with high net worth individuals, families, and nonprofit organizations.
His team closely collaborates with each client to develop and manage highly customized systems of investment, tax, legal, and cash flow strategies for growing, preserving, and transferring wealth across generations, especially relating to clients with equity compensation and business/real estate owners.
Nathan enjoys a good book, a good board game, and playing/refereeing basketball. He also volunteers with financial education and food resource missions and would love to assist you if you are considering starting one.
Education and Professional Milestones
- George Fox University - bachelor’s degree in personal financial planning, summa cum laude
- George Fox University – bachelor’s degree in business finance, summa cum laude
Nathan leverages evidence-based money optimizations to partner with high net worth individuals, families, and nonprofit organizations.
His team closely collaborates with each client to develop and manage highly customized systems of investment, tax, legal, and cash flow strategies for growing, preserving, and transferring wealth across generations, especially relating to clients with equity compensation and business/real estate owners.
Nathan enjoys a good book, a good board game, and playing/refereeing basketball. He also volunteers with financial education and food resource missions and would love to assist you if you are considering starting one.
Education and Professional Milestones
- George Fox University - bachelor’s degree in personal financial planning, summa cum laude
- George Fox University – bachelor’s degree in business finance, summa cum laude