Nathan Brown
Senior Vice President, Wealth Advisor
,
Areas of Expertise
Tax Strategies
Equity Compensation
Retirement Planning
Philanthropy
Estate Planning
Qualifications & Experience
- CFP®, ChFC®, CLU®, RICP®
- MBA in Finance, Babson College
- MS in Financial Services, The American College
- MS in Materials Science & Engineering, University of Washington
Portland, OR
Media
No items found.
Words to Live By
The strength of the team is each individual member. The strength of each member is the team.
Phil Jackson
Client Experience Professionals
No items found.
Team Members
No items found.
About
Nathan leads a virtual family office team and combines attentive listening with deep expertise to create personalized solutions for his clients’ financial goals.
Outside the office, Nathan enjoys cycling, running, camping, and hiking in the scenic Pacific Northwest. Whether he is preparing for his next half-marathon or century bike ride near Portland, OR, Nathan's adventurous spirit complements his commitment to client satisfaction.