Nathan Woodbury

I love working with business owners, families and individuals to help them realize their financial goals and dreams. After graduating with a BA, I worked as Director of Marketing and PR for a small company.  After my employer was bought out by another company in 2004, I was recruited to work as a Financial Advisor/Planner.

Since then, I've worked to help clients have the best chance of reaching what matters most to them -- through coordinating all the areas of their financial lives such as tax, retirement, insurance and estate planning to current financial concerns, debt as well as wealth management. I seek to optimize strategies while minimizing potential financial pitfalls. Although complicated work, I enjoy seeing people accomplish what they did not think was possible.

Outside of work, my favorite hours are spent with my wife and four children. I also enjoy travel, making music, woodworking/building things and taking care of the small orchard in my yard.