PROFESSIONAL PROFILE
As a Chartered Retirement Planning CounselorSM with Merrill Lynch Wealth Management, Nathan guides individual, family, and business clients through their financial and retirement planning, developing customized strategies to help them establish and achieve their financial objectives.
Key service areas:
• Manage Investments and Cash Flow
• Asset Allocation and Diversification Management
• IRA Consolidation and Rollover
• Long Term Care and Insurance Services
• Distribution and Transfer of Wealth
• Portfolio Reviews and Recommendations
• College Planning
• Retirement Services
Nathan graduated from the Eli Broad School of Business at Michigan State University with a B.A. in Business Administration. While attending MSU he was a senior captain on the Men’s Golf team.
As a resident of Charlotte, Michigan with his wife Shannon, Nathan is actively involved in the Lansing area community with various charitable organizations and volunteer activities.