Nathan McDuffee
Nathan's Bio
Nathan joined Oliver Wealth Management in February of 2023. He is a CFP®️ and a ChFC®️, holds series 7 and 66 licenses and is licensed in life and accident / health insurance. Nathan previously worked for 3 years at Akers Financial Group. Before moving to Maryland, he earned his B.S. in Business Administration from DePaul University in Chicago. Nathan spent four years after graduation working in management for Sherwin-Williams before choosing to go back to school and completing DePaul’s Financial Planning Certificate Program.
At Oliver Wealth Management, Nathan will focus on:
- Creating and delivering financial plans
- Researching financial planning topics
- Meeting with clients to provide personalized advice
Nathan and his wife Emma live in Baltimore. They just had their first baby, Hazel Olivia, in January. They enjoy cooking, board games, disc golfing and visiting Chincoteague, VA.