About Nathan
Nathan uses financial science to partner with families, endowments, and foundations to help actualize their dreams and optimize their long-term financial positions. He collaborates closely with each client to develop and implement a highly personalized system of investment, tax, and estate strategies that seek to preserve and grow clients’ wealth. Nathan also takes pride in guiding the next generation of the families he serves, helping them navigate important financial decisions and making complex topics easy to understand.
Before developing acumen with financial tools, Nathan worked as a farm hand in Oregon’s Willamette Valley and later as a grants and contracts analyst, liaising with leading nonprofits across the West Coast.
Outside of financial planning, Nathan enjoys writing, basketball, backyard sports, and volunteering with financial education and food resource missions.
Education and Professional Milestones
- George Fox University - bachelor’s degree in personal financial planning, summa cum laude
- George Fox University – bachelor’s degree in business finance, summa cum laude
Nathan uses financial science to partner with families, endowments, and foundations to help actualize their dreams and optimize their long-term financial positions. He collaborates closely with each client to develop and implement a highly personalized system of investment, tax, and estate strategies that seek to preserve and grow clients’ wealth. Nathan also takes pride in guiding the next generation of the families he serves, helping them navigate important financial decisions and making complex topics easy to understand.
Before developing acumen with financial tools, Nathan worked as a farm hand in Oregon’s Willamette Valley and later as a grants and contracts analyst, liaising with leading nonprofits across the West Coast.
Outside of financial planning, Nathan enjoys writing, basketball, backyard sports, and volunteering with financial education and food resource missions.
Education and Professional Milestones
- George Fox University - bachelor’s degree in personal financial planning, summa cum laude
- George Fox University – bachelor’s degree in business finance, summa cum laude