Nathan is an Associate Consultant who partners with clients to develop personalized financial strategies that align with their goals and values. He helps simplify complex financial decisions and supports clients through every stage of the planning process, with a focus on building long-term relationships and providing practical, fiduciary-based guidance. Nathan is passionate about helping clients build confidence in their financial future and creating plans that are sustainable for the long term.
A South-Central Pennsylvania native, Nathan earned his degree in Finance from Grove City College and has several years of experience in the financial planning industry. Before joining Conrad Siegel, he served in roles including Client Relationship Specialist, Financial Planning Associate, and Associate Advisor, where he managed client relationships and supported comprehensive planning efforts for hundreds of households. He also earned his Series 65 license and CFP® designation, building a strong foundation in both technical planning and client service.
Nathan lives in Mechanicsburg with his wife and their goldendoodle, Nessie. Outside of work, he enjoys running, lifting, hiking, church softball, HYROX training, and baking sourdough. Many of his hobbies reflect his approach to financial planning by balancing structure, strategy, and adaptability, whether he’s designing a workout program or perfecting a recipe.