Dedicated to the highest ethical standards, Nathan provides director and executive clients with planning for various aspects of life including: risk management, estate planning, retirement planning, college funding, investments, asset allocation, and business planning. He meets with clients regularly to discuss and review their objectives. He then works with a team of advisors and specialists to most accurately analyze and address those objectives to provide each client with a strategy that uniquely serves their short and long term goals.
Nathan graduated from the University of Washington, with a Master's degree in Materials Science & Engineering and spent the previous 20 years at Intel improving and developing semiconductor manufacturing methods. While at Intel, Nathan earned his MBA with a minor in finance from Babson College.
In his spare time, Nathan volunteers at his children’s school where he is the chair of the technology committee. He is also actively involved in his church. Nathan enjoys a number of other activities, including cycling, running, camping, and coaching track.
Nathan passed his Series 7 & Series 66 exams, and holds his Oregon Life and Disability Insurance license.