Nathan joined Trilogy in 2006 with one goal: to help people. Since then, he has developed a passion to teach people how to live a confident financial lifestyle, day in and day out. He believes financial behaviors are more important than current financial numbers and that the money we all work so hard for can return the favor to us over time with diligence and patience. This approach led him to be selected as the Advisor and consultant to several prominent non-profit organizations and hundreds of families.
In January 2018, Nathan and his wife Brie (a local high school teacher) brought home their adopted son, Fletcher. They look forward to raising him in Corona, the city they both grew up in, with their families and friends close by. When they are not at home you will find them walking in the south Corona hills, at an Angels game or in the TSA line headed somewhere they’ve never been before.
Nathan is one of the youngest Advisors to be promoted to Senior Partner in Trilogy’s history and is a Dave Ramsey SmartVestor Pro*** for investing and financial planning. He is an Investment Advisor Representative and holds the Series 65 securities registration with Trilogy Capital, Inc. and holds the Series 6, 7, and 63 registrations with LPL Financial. He also holds a California Life, Health, and Long-Term Care License.
*The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
**The Top Wealth Advisor Group award is given to the top 3 Wealth Advisor Groups with highest total weighted production for the year.
***The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL Financial.