Nathan joined Vintage in 2021 as a financial planner. He passed the CFP® board exam in July of 2021. He serves on the Vintage tax team and on the firm’s investment committee. Nathan prepares plans for clients, attends client meetings, and assists with handling investment trades and portfolio rebalancing. 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: