Nathan Rogers, Director, Wealth Management
Nathan is a Director and a member of the Business Development Team. He meets directly with clients and prospective clients to review their financial planning needs and to communicate Polaris Wealth’s investment strategies.
Nathan took an early interest in the financial markets. This interest grew especially strong after attending a stock and options investment seminar in 2006. He began as a student and very shortly thereafter became an employee and advocate for a financial education firm that was ultimately acquired by TD Ameritrade. He worked for the company’s education arm for over six years, serving as a Workshop Director for educational events across the country. He obtained his Chartered Market Technician designation during this time, specializing in technical analysis of the financial markets. He later returned to TD Ameritrade where he served as a Branch Manager for over five years, leading multiple successful sales teams to a string of accolades. He joined Polaris as a continuation of the most significant part of his work: Helping clients create plans to guide them toward the achievement of their most important goals.
Nathan is the proud father of three children. He loves hiking, fishing, sports, and any excuse to be outside. He is currently working toward to attainment of his MLS and JD degrees from Cal Northern School of Law in Chico, CA.