Nathan joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. Nathan serves as an Administrative Assistant at Waverly. He holds a Bachelor of Science in Accounting from Miami University Business School in Oxford, Ohio. With a solid foundation in bookkeeping and tax preparation, Nathan has gained extensive prior experience working at a tax firm where he handled both tax and bookkeeping tasks. Currently, he is expanding his expertise into wealth management, aiming to become a versatile professional in the financial sector. Nathan is passionate about serving clients and making a positive impact on their lives, as well as supporting his peers to ease their workload. He enjoys solving a problems, whether they are related to tax, bookkeeping, or technology.
Outside of his professional life, Nathan is actively involved as a Co-Advisor for a Miami University Recreational Activity Club. He also enjoys spending time with friends and family, playing board games and card games, and participating in social events as an alumnus of Miami University.