Nathan is a Senior Financial Advisor with 17 years of experience currently serving the North ShoreâChicago area. Whether his clients are looking to grow their personal wealth or protect it, Nathan helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Investment Services 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 holds securities licenses 7, 63, and 66, held through LPL Financial along with his life, health, and annuities insurance licenses.
Nathan lives in Evanston with his wife and three daughters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFPÂ® and CERTIFIED FINANCIAL PLANNERâ¢ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.