A native of New England and current resident of New Hampshire, Nathaniel has approximately six years of experience in the financial services industry. He began his career in 2018 after earning his first securities license and currently holds the SIE, Series 6, Series 63, and Series 7 held with LPL Financial. He later earned Life, Health, and Annuities insurance licenses between 2020 and 2021.
Nathaniel has supported client service, investment operations, and client support for advisory teams at firms including Charles Schwab, Northwestern Mutual, and Ameriprise Financial. In 2025, he joined LPL Financial to support advisory teams and investment clientele with a focus on operational efficiency, exceptional service experiences, and financial literacy.
Nathaniel attended college beginning in 2013, focusing on Global Studies—an interdisciplinary field centered on globalization and international relations—with minors in economics and migration.
Outside of work, Nathaniel stays active and engaged in the community. He regularly runs 5Ks, volunteers, participates in an ultimate frisbee league, and enjoys hiking. He has a strong passion for travel—especially cruise travel—which aligns with his interest in global perspectives.
Nathaniel has obtained his SIE, Series 6, 63 and 7- Life, Health, and Annuities (2020–2021).