Nathan joined FSA Investment Group in March of 2021 as an Investment Analyst. His role includes conducting investment research, managing the client onboarding process, providing quarterly reporting, and managing the firm's day-to-day investment operations. Nathan is a CERTIFIED FINANCIAL PLANNERTM professional.
Prior to joining FSA, Nathan provided financial advice with Charles Schwab in Birmingham, Alabama. His role included relationship management with a focus on retirement and investment planning.
Nathan is a graduate of The University of Central Florida with a degree in Finance and lives in Pensacola, Florida with his wife and their dog, Archie. Outside of the office, you’ll find him playing golf or spending time with his family.