Financial Advisor, CUSO Financial Services, LP* at Numerica Credit Union
Some people find finances stressful or boring. Not Nathan. He gets excited to help clients grow their long-term wealth or start planning for retirement. More often than not, that excitement is contagious. He has a knack for helping make the mundane fun. After all, it’s about assisting people as they look to fulfill their financial dreams.
Nathan has a bachelor’s degree in business administration from Eastern Washington University.
Calling Spokane home for the past two decades, Nathan fell in love with the area for its lakes, waterfalls, and mountains. To stay in touch with the community, Nathan volunteers with Second Harvest, sorting food and collecting donations. During his free time, you can catch him camping or taking his motorcycle out for a ride.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**The following branches are available by appointment only: Coeur d'Alene, Hayden, Post Falls, East Wenatchee, Richland, Pasco, Downtown Spokane, Lyons, South Hill, Sprague, Sullivan, Five Mile, Airway Heights, Regal, U-City and Wandermere.