Nathan brings 17 years of financial services experience to Middleburg Financial. Throughout his career, he has taken a holistic approach to supporting clients in the retirement planning process. “I like to look at the big picture,” Nathan says. “Taking everything into consideration about my client’s life, financial status, and aspirations, is important in developing a plan that’s perfect for them.”
Born into a military family, Nathan grew up in Walla Walla, WA, before moving to Newport News as a teenager, then relocating to Richmond 17 years ago. A former Division 1 collegiate baseball player, he holds a BS from Radford, an MS from Virginia Tech, and received his MBA from VCU in 2016.
When he’s not helping clients or traveling abroad, he’s either playing tennis or enjoying time in the Outer Banks with his wife and two dogs.
Check the background of this investment professional on FINRA's BrokerCheck.