New Business Specialist
Nathan is a 2016 graduate of Martin Luther College with a bachelor’s degree in Elementary Education. After spending 3 years as a 6th grade teacher in Appleton, WI, he moved his focus to finance where he combines his passion for teaching with the management of client portfolios.
Nathan holds a Series 7 (General Securities Representative) and a Series 66 (Uniform Combined State Law), which allows him to create and manage investment portfolios, as well as create client retirement plans.
When Nathan is not serving as the go-between with investment companies, he currently pursues a professional status in the Professional Disc Golf Association.