About Nathan
Nathan leverages money science to partner with individuals, families, and non-profits to responsibly meet distinct goals and optimize long-term financial positioning. He closely collaborates with each client to develop and manage a highly personalized system of investment, tax, legal, estate, and cash flow strategies that proactively aim to preserve and grow wealth for generations.
Outside of advisory work, Nathan enjoys writing, basketball, and backyard sports--where the rules are flexible, the competition friendly, and the laughs mandatory. He also volunteers with financial education and food resource organizations.
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 money science to partner with individuals, families, and non-profits to responsibly meet distinct goals and optimize long-term financial positioning. He closely collaborates with each client to develop and manage a highly personalized system of investment, tax, legal, estate, and cash flow strategies that proactively aim to preserve and grow wealth for generations.
Outside of advisory work, Nathan enjoys writing, basketball, and backyard sports--where the rules are flexible, the competition friendly, and the laughs mandatory. He also volunteers with financial education and food resource organizations.
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