Nathan is a Financial Advisor with 22 years of experience currently serving the Southeast Wisconsin markets. Utilizing 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 BMO Investment services Nathan spent 17 years as the Director, Regional Sales for BMO Global Asset Management where he provided guidance to registered investment advisors (RIAs), broker-dealers and banks on topics ranging from economic and market related topics, to portfolio construction techniques and practice management support. Nathan earned a Bachelor of Arts degree in Economics from the University of Minnesota and a Master in Business Administration emphasis in Finance from Marquette University. He is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7, 24, and 66, held through LPL Financial along with his life, health, and annuity insurance licenses.
Nathan lives in Pewaukee with his wife and their two children. In his spare time, Nathan is actively involved coaching youth sports and watching his kids participate in their extracurricular activities.
Nathan stays active in the community as a current Board Member for the SecureFutures organization and past Board Chair from 2021-2022. SecureFutures is building stronger communities by empowering teens with financial education, tools, and mentorship.