Nathan is passionate about helping others pursue their dreams and sharing ideas on how to achieve them. He offers clients an authentic, genuine look at their current financial resources and goals, then creates a custom plan to help them balance enjoying life now while preparing for their future. He would like to see a shift in clients having an apprehension of their finances to a positive understanding of how their money can work for them. Clients can expect straight forward answers from Nathan that are timely, trusted and informed.
Nathan is a Simplifynance advisor for the Impel Wealth Management team. Before Simplifynance and Impel, he was a Financial Advisor with Raymond James for five years. Prior to that, he spent four years as active duty officer, serving two overseas tours in Cuba and Afghanistan. He has a Bachelor’s degree in History from the University of Akron and is a CERTIFIED FINANCIAL PLANNER® professional and Accredited Investment Fiduciary®.
Originally from Columbus, Nathan lives in Akron, Ohio with his wife Lauren and their son Harvey. They are active members of their church, enjoy boating and traveling with his family, and are avid Ohio State sports fans.
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