Broker Check
Nathan Swab, CFP®, AWMA®

Nathan Swab, CFP®, AWMA®

Associate Advisor

Nathan joined our team in March 2020 as an Associate Advisor with an extensive background in financial planning. Nathan manages all aspects of service for our clients and is passionate about utilizing the financial planning process to help others achieve their goals.

Nathan gained valuable experience as a personal banker at US Bank after college while living in Colorado, and then spent some time as a registered representative with Charles Schwab. He moved back to Ohio in 2014 to be closer to family and returned to US Bank as a Registered Wealth Management Associate, where he was recognized as a leader, earning the highest possible rating in his reviews.

Nathan earned his Bachelor of Arts degree in Finance from Liberty University in 2015. He further attended Bryant University/Boston Institute of Finance to earn his Certified Financial Planner™ certification in 2019. Always seeking to further his education, Nathan also holds an Accredited Wealth Management Advisor certification, FINRA Series 6, 7, 63, and 65, as well as Ohio Life and Health Insurance licenses.

Nathan is an avid reader and enjoys spending time with his lovely wife, Lisa, and two beautiful daughters, Ellie and Ainsley. He is passionate about his faith and is actively involved in his church.