Building Strong Relationships Starts with Genuine Connections: Empowering Financial Well-Being for a Secure Future
Building strong relationships starts with genuine human connection. When it comes to your money, you need more than just confusing financial lingo – you need to feel seen and understood. Helpful financial advice should make you feel empowered, safe, and financially confident about your tomorrow and the tomorrows of those you love.
Taking control of your finances can feel overwhelming, but it's a powerful step towards a secure future. Financial planning helps you set clear goals and strategies, you'll unlock the door to stability and success. No matter where you are in life, it's never too early or too late to prioritize your financial well-being. With the correct support, determination, and guidance, your next phase of life will have more freedom and peace of mind. Yes, there will be challenges, but with each step forward, you'll feel a sense of pride and ownership over your finances and life. Our expert financial planning and investment advice can help you discover financial strategies that fit you just right. Are you working with a financial advisor who has your assets invested but is not truly working with you? For those with assets already invested, it is never too late to plan. The ongoing process of financial planning is just as valuable as the financial plan itself. The future is yours to create - let's start building the life you deserve, together.
About The Team
As a Financial Advisor and fiduciary, Nathaniel focuses on providing honest and supportive financial advice based on a strong financial plan. Nathaniel’s goal is to help individuals and families strike a balance between enjoying life today and securing their financial future.
Nathaniel and his family live in Ashland Oregon. Outside of the office, he enjoys spending time with his wife and three sons, coaching soccer teams, riding mountain bikes, gardening, fishing, skiing, occasionally visiting vineyards for a glass of wine and exploring Southern Oregon.
Nathaniel grew up in Australia (yes, he does have an accent) where he completed a science degree with honors and a master’s degree in business (MBA). With 15 years of experience working with businesses in New Zealand, Singapore, and Canada, Nathaniel has developed a unique set of skills that benefit his clients. He uses an ongoing financial planning process to ensure his clients have a clear direction tailored to their stage of life.
Marquetta is a Senior Registered Associate, dedicated to delivering outstanding client service and support. She joined D.A. Davidson in August 2021 and has more than 30 years of industry experience, including with Morgan Stanley and its predecessor firms since 1984. She has her Series 7, 8, 63 & 66 licenses. Marquetta is passionate about client service and partnering with her advisor to build long-term relationships and help clients to meet their financial dreams. She lives with her husband, Matt, in Central Point, Oregon, and they have two grown sons and five grandchildren. Their hobbies include spending time with family, camping, riding their motorcycle, paddle boarding and rafting.
The D.A. Davidson Difference Since 1935. D.A. Davidson & Co. has grown to become the largest full-service investment firm based in the Northwest, offering a sophisticated suite of investment and financial services. Providing individual investors and businesses with a full menu of integrated financial products and services, we believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. Our approach is rooted in the values of our employee-owned company that is as independent as you are.