As a financial planner, I work directly with clients to help them achieve their retirement goals. My mission has always been to simplify financial planning, making it logical, approachable, and tailored to each client's unique needs.
My career in financial planning began in 2004 when I launched the financial planning department at Fiser Group. Over the years, I dedicated myself to helping clients navigate their financial futures with clarity and confidence.
Early in my career, I had the privilege of working in an office next to Dean Barber, one of Modern Wealth Management's Managing Directors. He generously allowed me to sit in on client meetings, an experience that provided invaluable insights and real-world learning beyond what any classroom could offer.
In 2024, Fiser Group was acquired by Modern Wealth Management, marking a full-circle moment in my career. The opportunity to join a firm that shares my commitment to comprehensive financial planning was an exciting milestone. Modern Wealth’s expansive investment management resources and innovative financial solutions have further enhanced how I serve my clients, allowing me to offer cutting-edge investment options and a more holistic approach to financial planning.
I live in Shawnee, Kansas, with my wife, Alisa, and our two children, Kate and Wesley. Outside of work, I enjoy spending time with family and friends, working outdoors, and cheering on the Kansas City Chiefs, Kansas City Royals, and Kansas State Wildcats. I’m also deeply committed to giving back to my community, serving as a board member for the International Essential Tremor Foundation (IETF) and the Shawnee Chamber of Commerce.
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Specialties and Expertise
6
High Net Worth Planning
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies
Ultra High Net Worth Planning
Wealth Accumulation and Preservation Strategies
Clientele
8
Business Owners
Dentists
Doctors
Entrepreneurs
High Net Worth Individuals
Partners at Law Firms
Retirees
Surviving Spouses
Credentials and Designations
2
Certified Financial Planner™
Series 66 - Uniform Combined State Law Exam
Education
1
Kansas State UniversityBusiness - FinanceYear Obtained: 2002
Job History
1
Fiser GroupFinancial Advisor2004-2024
Quick Facts About Nathan
Years of Experience:20 yearsMember since:2025Average Account Size:$1,250,000Number of clients:100
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