Nathan works alongside the firm’s wealth managers where he is responsible for developing financial models and tax projections, reviewing estate documents, overseeing client portfolio management and leading securities trading activities, and aligning wealth plans with long-term goals. While working directly with many of the firm’s mid and late career professional clients and retirees, he also advises financially successful young professionals and entrepreneurs.

With over three years in the financial industry and a Wabash College education, Nathan brings fresh perspective and energy to his role. Since joining Deerfield in 2025, he has been actively pursuing his CERTIFIED FINANCIAL PLANNER™ designation while collaborating with the firm’s wealth managers and clients’ outside professional tax and legal advisors to create and implement strategies that align wealth with values and long-term priorities.

Deeply committed to personal and community growth, Nathan engages in local initiatives that promote education, health, and community service. His involvement reflects a belief that financial guidance thrives when paired with mental, physical, and relational strength.

Guided by a passion for the “four pillars” of family, physical, mental, and financial health, Nathan pursues lifelong learning, fitness, and coaching—qualities that bring focus, resilience, and optimism to every client interaction.