Nathan manages the Wealth Management department at JMR Financial Group (a ZMC company), where he leads portfolio development and investment strategy to balance growth and risk. He works closely with clients to bring clarity and confidence to their financial lives, particularly as they prepare for retirement. Nathan also serves on the firm’s Leadership Team, supporting strategic initiatives and enhancing the client experience.

With over 30 years of industry experience, Nathan began in retirement plan compliance before transitioning to investment advisory, where he found his passion for working directly with clients. He is widely recognized for his retirement planning expertise and practical, client-focused guidance.

Nathan holds a Bachelor of Science in Accounting from the University of Minnesota Duluth and is a CERTIFIED FINANCIAL PLANNER® professional, Accredited Pension Administrator (APA), and Series 65 licensed adviser.

Outside of work, he enjoys hiking, building projects, and spending time with his wife, Karly, and their four children.