Nathan joined our team in 2015 and helps individuals and business owners realize their financial goals through wealth management and financial planning. Nathan is a graduate from BYU-Idaho with a degree in Business Management with a focus in Finance & Accounting and earned the CFA charter in August 2017. Prior to starting with us Nathan worked in Husky Energy Inc. treasury department managing $2 billion in cash assisting with the cash follow, investments, and foreign exchange.
Nathan is a loving father of 3 beautiful girls and a devoted husband to his loving and supportive wife. Nathan enjoys spending time with his family but when he has the time he loves to sneak in mountain biking, water skiing, and snowboarding.