FINANCIAL ADVISOR
Nathan Osterhout

My team and I - Dayna Bond, Alyssa Claridge, and Jenise Figueiredo - partner with business owners, professionals and their families to help them reach their financial goals. By spending time to learn what is most important to you, we strategize to give your money purpose. Our personal approach and almost 80 years of combined experience allows us to create a customized strategy to address concerns such as retirement income needs, risk assessment, pension, tax and estate considerations.

My passion for planning and desire to adapt to the ever-changing financial needs of my clients led me to become a Certified Financial...