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Nathan Meek

Client Advisory

Biography

Nathan is an Associate Advisor in the Wheaton, IL office, where he helps clients navigate estate, tax, retirement, and investment planning. He works directly with clients to analyze their goals, build tailored recommendations, and guide them through key financial decisions.

Nathan started his career at a national brokerage firm, working directly with retail and institutional investors on financial planning and investment decisions, experience that continues to shape how he advises clients today.

In his spare time, Nathan enjoys staying active, playing golf, traveling, and spending time with friends and family.

Client Advisory Learn more about Nathan’s practice

Education

  • Bachelor of Science in Finance – The University of Illinois Urbana-Champaign

Highlights

  • Certified Financial Planner®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.