Nathan helps fiduciaries monitor and manage their client’s existing insurance policies. He oversees the policy review department, ensuring that existing insurance portfolios are up to date as well as discerning re-engineering options and/or new solutions. He is also in charge of strategic alliances and helping clients with their insurance needs.
Nathan’s specialty is Private Placement, insurance portfolio analysis, hybrid “life and long term care” products, and disability insurance.
Nathan graduated from the University of Tampa with an honors distinction in Business Economics and continued at UT to complete a two and a half year Masters of Finance program in just 13 months.
Nathan joined MetLife in 2012 as a life insurance underwriter and quickly rose to the position of internal wholesaler. He was subsequently promoted to Senior Product Consultant and Competition Liaison, where he created a program that facilitated the acquisition of insurance for prospective clients through a streamlined, no underwriting process, offering a paperless experience. Additionally, Nathan authored and distributed multiple white papers on life insurance and the financial marketplace, gaining national recognition. At the age of 26, Nathan became the youngest Regional Vice President in the nation at MetLife, and within a year, he achieved top-ranking business performance for the company's premier permanent product across the entire United States.
Nathan believes there is a serious, disturbing disconnect between American financial corporations and their clients. His desire to bridge this gap by putting clients’ interests first has led him to join FLAH & COMPANY where he will strive to grow the firm for the benefit of clients, their respective advisors and the financial community.
In addition to a Masters of Finance, Nathan holds a Series 7, Series 6, 215 License, and a Series 63.
Nathan loves all things Florida: golf, all sports, the water, and being close to family. Nathan and his wife love traveling, fitness, and their country club membership.