As the CEO of Boden Wealth, Nathan brings experience and a passion for helping clients bridge their values and wealth to their purpose. Early on, Nathan recognized the need for specialized education and coaching. Nathan obtained the CFP designation, has extensive education in business exit planning, and is a proud member of Vistage Worldwide.

Much of his career has been helping successful individuals/families navigate the complexities of tax, estate, retirement, charitable giving, and investment planning. Over the years, his business experience began to reveal a new specialization. This includes multiple partner buyouts/retirements, merging multiple firms, growing a team from a single member to a dedicated group of twelve and launching a successful entrepreneurship podcast. He realized many owners learn how to build and grow their business, but not many learn how to monetize and transition what they’ve worked so hard to build. This experience led to a specialization helping business owners grow and transition their business on their terms.

Beyond the office, Nathan is active in the community, serving as a Hospitality Team Lead at church, volunteering as a soccer coach, and contributing to the mission of the Threefold Education Association as a board member. When not at work or volunteering, Nathan can often be found enjoying a round of golf, spending time with his wife, Abby, and making memories with his family and friends.