Nathan started his financial advisor career in 2013 when he joined Ameriprise Financial and partnered with David A. Palermo, CFP®. In 2015, obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation. In November of 2021 he successfully obtained his CERTIFIED FINANCIAL PLANNER® certification.
In 2018, Nathan founded, along with his partners, Endeavor Wealth Advisory Group, in order to provide a truly independent and comprehensive approach to financial planning. Endeavor Wealth Advisory Group believes that, in order to provide world-class service and guidance to its clients, an investment professional must be free of the influences present at many of the traditional Wall Street firms. Nathan is proud to be associated with Commonwealth Financial Network®, an independent Registered Investment Adviser–broker/dealer.
Nathan holds FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Adviser Representative with Commonwealth Financial Network.
Nathan helps his clients achieve their goals for today, tomorrow, and well into the future. It all starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. Nathan’s areas of focus are investments, accumulation years, wealth preservation strategies, customized retirement planning, sustainable retirement plan distribution strategies, young families, 529s, and estate planning strategies.
Nathan lives in Webster, NY with his wife, Sarah, and their three children: Jacob, Jackson, and Eliza. They also have 2 golden doodles named Penny & Pepper. When not in the office, Nathan can be found enjoying family, playing golf, as well as being active in his church.