Financial Advisor



Nathan finds great fulfillment in educating his clients and helping them to clarify and effectively pursue their financial goals. It is of utmost importance to him that he design a plan that is customized to suit each client’s needs and interests, and that those strategies are implemented with full transparency.

Nathan offers expertise in comprehensive financial planning and wealth management services, including retirement and estate planning, risk management, wealth preservation, education planning and charitable giving.

Before joining Raymond James in 2016, Nathan was a senior financial advisor at CUSO Financial Services. Previously, he was relationship manager II at KeyBank, and a licensed personal banker at JPMorgan Chase. Nathan studied business management at Ohio Christian University.

Nathan is an active participant in his community, serving as an appointed member of the Fairborn Ohio Planning Board, attending and serving at Dayton Avenue Baptist Church and coaching the varsity soccer team at Xenia Christian School. Born on Wright-Patterson Air Force Base, Nathan and his wife, Carrie, have always called Greene County home and are building a house in Xenia Township. They currently live in Fairborn with their three children, Charis, Carter and Reese.