Nathan is a Senior Financial Advisor with thirteen years of experience currently serving the North ShoreâChicago area. Providing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, Nathan customizes easy-to-understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO team, Nathan worked as a Financial Consultant with Fidelity Investments. He earned a degree in accounting from Ohio State University. Nathan is a CERTIFIED FINANCIAL PLANNERâ¢ and a CERTIFIED RETIREMENT COUNSELORÂ®.
He holds securities licenses 7, 63, and 66, along with his life and health insurance licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S.