Port Huron, Michigan
@Aspen Wealth Management Login
Nathan graduated from Michigan State in 2008 and spent the first three years of his working life as a teacher at Kathleen High School in Lakeland, Florida. After moving back to Michigan, Nathan begin his career with his current broker-dealer, now Equitable Advisors in March of 2013, working out of their Troy headquarters prior to establishing his business back in his hometown of Port Huron. Today, Nathan is the current Vice President of the Port Huron Area Estate Planning Council. as well as a former member of the Blue Water Young Professionals, aging out of the group in 2020. In his spare time, Nathan enjoys spending time with his children, Theo and Bryn, and cheering on the Spartans.
@Aspen is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 150 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning techniques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY (212) 314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. At Aspen, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates. PPG-162702 (12/21) exp (12/23)
Credentials
The Wharton School - Retirement Planning Specialist
Series 7 - Broker/Securities License
Series 66 - Investment Advisor Representative
Equitable Advisors - Centurion Producer
Life & Health Insurance Licensed