Nathan Co-founded Perspective Planning Partners in 2018. Nathan has worked in financial services for over twenty years. Specializing in Retirement Income Planning, Long-Term Tax Planning, Estate Planning, and Investment Management, Nathan enjoys helping clients to gain perspective and clarity around the creation and execution of their financial goals.

Nathan is married to Lindsay. Nathan has four daughters and Lindsay has three sons to keep them busy. When he isn’t on “Dad duty” he can usually be found, on the golf course, in a deer stand, in a fishing boat, or tending to his small chicken flock and garden at his acreage.

Disclosure:

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks , CFP® and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.