Financial Planner
Nathan@InnoviaWealth.com
616-327-7602
Nathan brings seven years of financial services experience to his role as a Financial Planner at Innovia Wealth. Realizing that every client is unique, Nathan works diligently to help give them confidence about their finances because of the planning and solutions we are able to provide.
Prior to joining Innovia Wealth, Nathan accumulated a broad range of experience including working as a Wealth Advisor/Financial Planner with a Houston-based Registered Investment Adviser, a Financial Solutions Adviser with Merrill Edge in Grand Rapids and as a relationship manager with both a leading bank and a national RIA.
He is a graduate of Northwood University with a dual major Bachelor of Business Administration (B.B.A.) in Advertising/Marketing & Entertainment, Sport and Promotion Management. Nathan’s professional credentials include earning both the Certified Financial Planner<sup?™ (CFP®) and Chartered Retirement Planning Counselor (CRPC) designations.
A Michigan native who recently returned to his home state after a few years in Texas is an avid sports fan and loves to spend his free time outdoors—hunting and fishing in season—or just traveling.