About
Nathan helps individuals and families explore financial planning opportunities by connecting them with the resources and guidance they need to pursue their goals. With 20 years of experience in the financial services industry, he brings a client-focused background built through roles at Fidelity and Fisher Investments, where he spent two decades helping clients navigate important financial decisions.
In his role as Regional Vice President, New Client Development, Nathan works closely with prospective clients to understand their needs and introduce them to Wealth Enhancement’s comprehensive planning approach. He is known for his ability to communicate effectively and make complex financial topics easier to understand, helping create a comfortable and informative experience for those seeking guidance.
Nathan’s goal is to build meaningful relationships and help clients take confident steps toward their financial objectives. He lives in Pittsburgh, Pennsylvania, with his wife and son. Outside of work, he enjoys staying active, maintaining a healthy lifestyle, and spending time at the gym.
Education
- BSBA, Slippery Rock University
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation