Nathan began his career as a financial advisor in 1998 with Morgan Stanley and joined Merrill Lynch Wealth Management in 2003. He leads the team and plays a direct role in helping clients create custom retirement and wealth management strategies and tax minimization strategies, in collaboration with their tax professionals. Nathan is dedicated to understanding an in-depth financial picture of clients before providing any investment guidance. This allows him to deliver custom individual strategies to help them manage their investments in a complicated financial world. He strives for excellence in his practice, with a focus on building strong relationships and teamwork. His approach to wealth management is driven by integrity, professionalism and confidentiality. Nathan holds the Certified Investment Management Analyst^® (CIMA^®) and Certified Private Wealth Advisor^® (CPWA^®) designations and the CERTIFIED FINANCIAL PLANNER^™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.

Nathan earned a bachelor’s degree in finance from California State University, Fresno. His commitment to his alma mater can be seen in his love for his bulldog, Bella. Nathan moved from Fresno to San Diego in 2003 and is a passionate supporter of San Diego sports teams. He is an active supporter of many community organizations, including the San Diego Humane Society, Helen Woodward Animal Center, UC San Diego Moores Cancer Center and San Elijo Lagoon Conservancy. He and his wife, Jennifer, live in Cardiff-by-the-Sea along with their young daughter, Charlie Mae. In his free time, Nathan enjoys outdoor activities such as running, cycling and surfing, as well as watching San Diego professional sports events.

Named to the Forbes "Best-in-State Wealth Advisors" list in 2023, 2022 and 2021 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).*

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.