With the knowledge that comes from more than 25 years of experience in the financial services industry, Nathan has accumulated the perspective to help you with your financial goals. Nathan understands the dynamics of wealth and how to navigate the variety of available options with dedicated, focused service and a personal commitment.

Nathan endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized advice using some of the industry’s most comprehensive resources.

From financial planning to comprehensive account management, Nathan strives to make recommendations solely in the interest of providing value and benefit to you. He works hard to help you achieve your financial goals and mitigate your risk.

Prior to beginning his career managing private wealth in 2011, he worked for the Federal Reserve Bank of Dallas, Wells Fargo and ORIX Corporate Capital, a principal investor and lender backed by the proprietary capital of Tokyo-based ORIX Corporation (NYSE: IX) where he was a founding member of the Leveraged Finance Group and served as co-head of the Portfolio Management Group responsible for overseeing approximately $2.0 billion in investments and commitments.

Nathan received a BA in finance and entrepreneurship from Baylor University. He received a MBA concentrated in strategy and finance from Southern Methodist University where he graduated with Beta Gamma Sigma honors. He is also a Certified Exit Planning Advisor^® (CEPA).

A native of Rockwall County, Nathan still resides in Rockwall-Heath, Texas. He and his wife have been married for 26 years and have two children. Away from the office, he enjoys cycling, cooking and entertaining friends and family.