With 15 years of experience in wealth management, Nathan is proud to serve as Chair of the Wealth Intelligence Committee at Krilogy and to hold the Certified Financial Planner™ (CFP®) designation. Nathan’s journey began at age four, when his grandfather purchased his first share of stock—sparking a lifelong passion for investing and stewardship.
In high school and college, Nathan saw firsthand how financial decisions could shape lives, motivating his commitment to helping others. While earning his degree at the University of Missouri (Mizzou) and participating in the Board-Certified CFP® program, Nathan provided financial counseling and tax preparation to individuals and families. These experiences deepened his appreciation for the impact of thoughtful planning and collaborative guidance.
Over his career, he has guided clients through changing financial landscapes, always aiming to Inspire, Serve, and Enrich lives—the core values of Krilogy. Nathan believes in holistic planning that empowers clients to pursue their dreams with confidence and clarity. “By listening, supporting, and leading with integrity, I strive to make a meaningful difference for every client and community I serve.”
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Team
