Nathan began his career at Baird in 2022 as a summer intern for the team. He enjoyed his internship so much he decided to join Baird’s Foundations program straight after graduation. For the Foundations program Nathan spent over a year at the corporate headquarters learning from teams like technology best practice, investment solutions, and financial planning in the home office, discovering new and innovative ways to support teams in the field. While in the program he also passed his Series 7, Series 66, and his CFP examination.
Nathan helps build the teams financial plans while also servicing many of our next generation clients. He has a passion for helping others achieve their financial goals and enjoys building lasting relationships all along the way.
He graduated from the University of Wisconsin Madison with a Bachelor of Arts in Economics, and now resides in Oshkosh, WI where he grew up. He is an avid fan of Wisconsin sports, and in his spare time he enjoys hunting, fishing, boating, and spending time with family and friends.
By request of the CFP Board: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.