Email Me
$7 trn
UBS Group invested assets
As of 12/31/2025
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Nathan brings more than a decade of experience helping individuals, families, and business owners navigate the complexities of wealth management and pursue their long-term financial goals. He takes a multigenerational approach to wealth management, working closely with clients and their families to develop thoughtful strategies that evolve with their lives and priorities. Nathan’s practice focuses on comprehensive wealth management, including investment strategy, cash management, retirement planning, equity compensation, legacy planning, and business exit planning. He works closely with business owners and executives to help coordinate their personal and professional financial goals, particularly around major transitions and liquidity events.
Nathan believes effective wealth management goes beyond managing an investment portfolio. His approach centers on understanding each client’s unique circumstances and building a comprehensive strategy designed to help preserve wealth, create financial flexibility, and support the goals that matter most to them.
Nathan graduated with both a Bachelor of Science Personal Finance and Economic degree from the University of Wisconsin-Madison. He also holds the CERTIFIED FINANCIAL PLANNER®™ and CERTIFIED EXIT PLANNING ADVISOR certifications. Nathan lives in Madison, WI with his wife and three children. Outside of work, Nathan enjoys spending time with his family and friends, the outdoors, traveling, kiteboarding, golfing, and playing hockey.
Education
Credentials
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Nathan brings more than a decade of experience helping individuals, families, and business owners navigate the complexities of wealth management and pursue their long-term financial goals. He takes a multigenerational approach to wealth management, working closely with clients and their families to develop thoughtful strategies that evolve with their lives and priorities. Nathan’s practice focuses on comprehensive wealth management, including investment strategy, cash management, retirement planning, equity compensation, legacy planning, and business exit planning. He works closely with business owners and executives to help coordinate their personal and professional financial goals, particularly around major transitions and liquidity events.
Nathan believes effective wealth management goes beyond managing an investment portfolio. His approach centers on understanding each client’s unique circumstances and building a comprehensive strategy designed to help preserve wealth, create financial flexibility, and support the goals that matter most to them.
Nathan graduated with both a Bachelor of Science Personal Finance and Economic degree from the University of Wisconsin-Madison. He also holds the CERTIFIED FINANCIAL PLANNER®™ and CERTIFIED EXIT PLANNING ADVISOR certifications. Nathan lives in Madison, WI with his wife and three children. Outside of work, Nathan enjoys spending time with his family and friends, the outdoors, traveling, kiteboarding, golfing, and playing hockey.
Education
Credentials
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
