Nathan has been servicing clients as a registered representative since 2012 and holds a B.A. and an M.A. in Science Education from New York State University at Fredonia. He also served 8 year in the US ARMY where he was honorably discharged in 2006. Nathan is a Registered Representative with FINRA Series 6 and 63 registrations, as well as New York State Life and Health insurance licenses. He specializes in crafting financial plans for individuals, and establishing and maintaining group retirement plans. Nathan offers his clients the flexibility of meeting where they feel comfortable, whether it is at their homes, places of work, or somewhere else if they would prefer. Reach out to Nathan to start planning for your financial goals.