Nathan assists our advisory team with the development and preparation of financial plans. With a background in research and academics, including a master’s degree in classics from Columbia University and a bachelor’s degree in philosophy, his passion for learning, analysis, and attention to detail will assist our clients in receiving thorough and robust financial planning.
Nathan draws upon his decade of service as an ordained minister and his years of working as a middle and high school classroom teacher to support clients through the various situations and stages of life. Having recently completed the Certified Financial Planner Board’s education component at the Boston Institute of Finance, Nathan has pivoted his career toward helping others realize their goals through financial planning.
As an experienced outdoorsman, he enjoys fly fishing, camping, backpacking, and riding bike with his wife and his rescue pup, Scribble. When indoors, he loves to pass his free time woodworking, painting, and reading classical authors like Marcus Aurelius, Caesar, and Plato in Latin and ancient Greek.