As a Vice-President and Senior Wealth Strategist for DRCM, Nathan is fully realizing his dream of helping affluent clients across the spectrum of retirement needs with solutions that are not hindered by the size of the company, but instead, tailored to the client. Nathan started his career working as a Financial Services Rep where he developed his love for providing clients with financial peace of mind. When designing investment portfolios, preservation of capital without sacrificing opportunity for healthy gains was almost always a top priority. When he learned about the power of Options and the Integrated Options Portfolio at DRCM, he instantly recognized the perfect combination he’d been looking for. Before joining DRCM, Nathan served clients for nearly 3 years as a Premier Banker for Wells Fargo Bank. His prior experience combined with a BS of Business Administration with an Entrepreneurial emphasis has given him the skills needed to help his clients succeed financially.
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.
All content, unless otherwise stated, is owned by Desert Rose Capital Management and cannot be used without permission.