Nathan started in the financial services industry in 1998 and began to build a foundation as a portfolio manager with a trust company and then adjusted to work as an advisor with an independent RIA firm. He embarked on an opportunity with a large financial firm for almost a decade and along the way created valued relationships and a continued passion to guide clients and their families.
Education Credentials:
- The Citadel, Military College of South Carolina – Bachelor of Science in Business Administration
- Winthrop University – Master of Business Administration
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- CA Insurance License #4009744
Community Involvement:
Nathan participates in several civic organizations, such as Kiwanis International and Lions International as well as the Boy Scouts and is a member of Central United Methodist Church.
Family & Team:
Family is an integral part of Nathan’s support system; he is married to Brandie, and they have three young children in several Florence School District 1 schools. They also have two family dogs: a Boykin Spaniel and a rescue Yorkie-Shih Tzu mix.
Interests:
Outside of work, Nathan enjoys spending time with family and friends, exploring outdoors, attending collegiate sporting events, and experimenting with cooking.
