Since beginning his financial planning career, Nathan has worked with a broad scope of clients managing a full spectrum of financial planning issues. He graduated from the University of Minnesota with a Bachelor of Individualized Studies degree highlighting three separate majors, marketing, communication, and computer science.
After college, he continued his studies at Kaplan University and College of Financial Planning where he obtain his licenses and increased his knowledge of financial matters. Nathan joined the Summit Team in 2007, serving clients with a goal of maximum client satisfaction. In 2013 Nathan was awarded the CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning.
Nathan currently holds a series 7 and 63 securities qualifications through LPL Financial, an Investment Advisor Representative (IAR), and holds life insurance license with variable lines.
Nathan enjoys spending time with his wife Sarah, sons Micah, Isaac, and daughter Esther. He is a 16-year resident of Minneapolis and helped start a new church in the area where he gives of his time on the Elder board and Finance Team. To relax, he loves to spend time outdoors running, hiking, biking, and traveling.
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