Nathan is a Wealth Manager with SVA Wealth Management.
With more than 26 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and families, which includes educational, retirement, and estate planning.
In his role as Wealth Manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to help achieve those goals. Nathan believes that frequent communication, ongoing education and trust are the hallmarks of a successful client-advisor relationship. To that end, Nathan strives to be a trusted partner through all market environments and always welcomes client calls.
Nathan further helps business clients with their retirement plans and all clients by offering unbiased, objective investment management solutions to meet their specific needs.
- Carthage College - Bachelor of Arts - Accounting
- Accredited Asset Management Specialist®
- Financial Planning Association (FPA)