Nathan has more than 10 years of experience in the finance industry both as an advisor and assisting advisor with After Tax Wealth Management, LPL Financial, and UBS Financial Services. He joined LPL in 2023 to apply his experience working with advisors in the Admin Solutions Program. Nathan has received a Bachelor's Degree from the University of Miami, majoring in Economics with a minor in Psychology.
Nathan is from New Jersey, lived in Miami and New York City before ending up in San Diego with his wife, Emily. They have a beautiful daughter named Olivia, and two pugs named Bruce and Wesley. Nathan's family likes to go to the beach, bike riding, and anything Disney for Olivia. He believes in working with integrity, efficiency, and positivity with every experience.