“I’m glad to be able to help people save for a better future in ways they never knew about.”
From a young age, Nathan knew that he wanted to help people. With two siblings and over 30 cousins, he quickly learned the value of teamwork and helping one another, which has played a significant role in his career. The son of an insurance agent, Nathan grew up realizing a tremendous service could be done for those lacking financial knowledge.
Nathan is responsible for creating financial plans tailored to clients’ unique goals, preparing paperwork and ensuring client business is submitted and processed promptly. He graduated from Loyola University Chicago with a degree in finance. He has passed the Series 65 securities exam and holds life and health insurance licenses.
A Chicago native, Nathan enjoys trying Chicago-area restaurants in his free time, along with watching sports, going to concerts, traveling and playing rugby.