Background & Credentials Nathan began his financial services career in 2004 after graduating from Marietta College with a B.A. in Management and a minor in Economics. He is a Partner at Lakeview Wealth Management and has earned the industry’s most respected credentials, including the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.
Most notably, Nathan is a Certified Financial Planner™ (CFP®). This designation is widely considered the "gold standard" in the industry, requiring rigorous education, a strict code of ethics, and thousands of hours of real-world experience. It signifies a level of competency and professionalism that goes far beyond standard investment advice.
Independent Fiduciary Standard As an independent advisor, Nathan acts as a true fiduciary, meaning he is legally and ethically bound to put his clients' interests first. Unlike advisors tied to a single institution who may be limited to proprietary products, Nathan offers a broad universe of strategies tailored to your specific needs. His practice is focused on helping successful families and small business owners achieve financial independence through a thorough, needs-based process.
A Purpose-Driven Approach Nathan believes that every dollar should have a job. He utilizes a "Buckets Approach" to investing—a strategy that segments wealth based on when it is needed (now, soon, or later). This helps clients weather market volatility without panic, ensuring that short-term lifestyle needs are met while long-term assets have the time they need to grow.
To bring this vision to life, Nathan leverages RightCapital, industry-leading financial planning software. This technology allows him to move beyond static spreadsheets, providing clients with dynamic, visual roadmaps of their financial future. Whether it’s stress-testing a retirement date or visualizing tax-efficient withdrawal strategies, Nathan helps clients see exactly how their decisions today impact their tomorrow.
Personal Life As a lifelong Cleveland native, Nathan is deeply rooted in his community. When he isn’t in the office, you can find him golfing, cooking for friends and family, or cheering on the Cavaliers. He is also an active youth sports coach, dedicated to mentoring his daughter and her teammates on and off the field.