Nathan joined Vintage in 2021 as a financial planner. He is a CFP® Professional and serves on the Vintage tax team and on the firm’s investment committee. Nathan’s passion is working with clients to help demystify the financial planning experience and making the transition into retirement as simple as possible.
Nathan grew up in Livonia, Michigan, and graduated summa cum laude from Central Michigan University where he studied abroad in the United Arab Emirates and was involved in several extracurricular activities, including the Chippewa Marching Band, the 6th Man Band, the Future Financial Advisors Association and the College of Business Administration Ambassador program. Nathan was also a member of the honors college and has conversational proficiency in Spanish.
In his free time, he enjoys playing golf, ultimate frisbee and playing the clarinet and saxophone. He loves watching sports, especially the Central Michigan Chippewas and Detroit Lions. Nathan also loves to cook and is always willing to try a new recipe.
Education, Licenses, Certifications and Designations Held:
Schedule a complimentary meeting with Nathan
Vintage Financial Services is a tradename. All services provided by Vintage Financial Services investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Vintage Financial Services.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies.