
Nathan is passionate about building meaningful relationships with clients and helping them navigate their financial journeys. He developed a strong interest in wealth management while studying at Saint Mary’s College of California, where he earned a Bachelor of Science in Business Administration with a concentration in Finance.
A four-year Division I baseball player at Saint Mary’s, he brings the discipline, teamwork, and competitive mindset gained through athletics into his professional approach. He remains deeply passionate about sports and values the lifelong relationships built through his experiences on and off the field. He resides in South Pasadena and enjoys staying active through working out, golfing, and spending time outdoors.