Nathan joined the Kress Financial Services team in August of 2024, after spending several years as an Advisor Assistant with another financial services firm in Charlotte, NC. Nathan prepares client meeting materials, retirement profiles and performance summaries. KFS clients may spend time with him reviewing their account activity, during rollover calls and discussing other account information during telephone, Zoom or in person appointments. Nathan holds his SIE, Series 7, Series 63 and Series 65 licenses.
Nathan is originally from Erie, PA. He enjoys interacting with clients, appreciates his ability to understand a client’s “world” and to help them reach their financial goals. Nathan has a bachelor’s degree from Penn State University. Outside of Kress Financial, he enjoys golfing, traveling, and eating at new places. Nathan and his wife recently welcomed their first child and are happy to be back in Erie where they are close to friends and family.