Prior to joining Atlantic Planning Group, Nathan spent time in Hospitality Management, focused on building relationships and providing clients with quality experiences. He took this skillset to the financial services industry, where he is the most impactful in being able to help clients feel that we have their best interest in mind and that they are empowered to reach their goals.
Nathan’s role is to support all Atlantic Planning Group advisors in providing the best quality service for our clients. This includes preparing for upcoming client meetings with advisors, completing applications for new investments and insurance, and maintaining consistent communication with clients so that they are always informed about the next step in our process.
Nathan obtained a BA degree from the University of Prince Edward Island that included coursework in microeconomics, statistics, research design, and mathematics. He holds MA Producer Insurance licenses in Life, Accident & Health and has his Series 7, 63, and 66 licenses.
Originally from the east coast of Canada, Nathan and his wife moved to Massachusetts to pursue their respective careers. They both enjoy running, and other hobbies include golf and watching his favorite NFL team. When they aren't traveling to Canada to see their families, they enjoy going on new adventures to places they have never been.
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Bucket List Vacation
Japan
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All time favorite food
Butter Chicken dish
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Best Sports Team
Atlanta Falcons
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Something You Can't Live Without
Exercise!
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Favorite part of your day
Late evening during wind down time
