Nathan joined Canandaigua Financial Group in 2017. He has worked in the financial services industry for more than 10 years, with an extensive banking background. Nathan is a Registered Representative (FINRA Series 7), is a licensed agent for life, health, and accident insurance, and is an Investment Adviser Representative of Commonwealth Financial Network®. Nathan became a CERTIFIED FINANCIAL PLANNER® professional in 2019 and is a graduate of Keuka College with a BS degree in business administration.
Nathan lives in Victor with his wife, Michelle, and their two daughters. They enjoy spending time together as a family and traveling to explore new places. Nathan is a former town supervisor of the Town of Richmond and former vice president of the Honeoye Central School board.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.