

Growing up in Orange County, California, Nathan's fascination with finance sparked early, fueled by his father, a passionate DIY investor who kept him supplied with Forbes and Kiplinger magazines. By eighteen, Nathan was already putting theory into practice, teaching himself the fundamentals of analysis.
He honed his analytical prowess at Westmont College, earning a degree in Data Analytics. This blend of business acumen and technical skill laid the groundwork for his career as a financial professional. Nathan views his work as more than just a profession; it's a calling to empower individuals to improve their financial well-being, fostering lives of greater freedom and generosity. For Nathan, money is fundamentally a tool to be controlled, not a force that should control us.
When he's not working, Nathan can often be found playing his electric guitar, an instrument he's mastered over fifteen years, drawing inspiration from metal bands like Lamb of God and Avenged Sevenfold. He also delves into a diverse range of literature, with recent favorites like Brandon Sanderson's Way of Kings and Peter Lynch's Beating the Street reflecting his broad intellectual curiosity.

