Nathan Twining, CFP® is a comprehensive wealth advisor serving the needs of clients across the country. Nathan works with families and business owners who are committed to their financial success and in building their future through wise financial decisions.
He combines his extensive analytical skills with a drive to always communicate in a simple, straightforward manner. Distilling complex plans into concise objectives is something of a professional hobby. After graduating with a Bachelor’s Degree in Civil Engineering from Carroll College in Helena, MT, Nathan worked as a Civil Engineer at Wilson Engineering for five years prior to joining Financial Plan, Inc.
Most of Nathan’s time outside of work is spent with his wife and three daughters. You can generally find him golfing, reading, mountain biking or behind the drum kit. He is also a member of Rotary International’s Rotary Club of Bellingham. Bringing objectivity, trust, and honesty to the Financial Industry motivates him every day.