Nathan is a partner with North Star Consultants of Texas based in Austin, Texas. He works with physicians, business owners, and professionals with the purpose of helping them achieve their personal and professional financial goals. As a member of the Medical Division, Nathan has a unique understanding of the challenges facing physicians and dentists along with the personalized strategies to help them achieve financial independence. Nathan specifically assists his clients in the following areas:
- Asset Protection and Wealth Accumulation*
- Risk Management and Own Occupation Disability Insurance
- Portfolio Design and Management
- College Funding Options
- Proper Estate Planning*
- Tax Minimization and Retirement Preparation*
- Evaluating and Implementing Qualified Plans for Practices
Nathan attended the University of Texas at Austin, and graduated with a degree in Finance and a minor in Accounting. He has been distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals.® Nathan has achieved industry recognized designations as a Charted Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College to accompany his status as a CERTIFIED FINANCIAL PLANNERTM practitioner , or CFP®. Nathan currently resides in the South Congress area of Austin, Texas, and services clients nationwide.
Nathan is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.