Welcome

For the past 19 years, I have been a Portfolio Manager & Financial Advisor at Morgan Stanley providing customized wealth management solutions for a diverse set of individual, family and corporate clientele. In 1999, I established my wealth management practice in downtown Chicago that has continued to grow on a national level with clientele I serve in over 20 states.

My advice is centered around 3 core principles - A Consultative Process based on the highest Ethical Standards, Distinctive Investment Capabilities, and Service Excellence.

To deliver on these principles and ensure the strategies I provide are at the forefront of modern portfolio construction, tax efficiency and risk management, I have earned the right to use both the Certified Investment Management Analyst (CIMA®) and Certified Financial Planner (CFP®) designations. This commitment demonstrates my ability to pair institutional consultation within a Financial Planning framework while upholding the highest ethical standards when providing objective advice to you.

I am a frequent lecturer at Georgetown University and have been honored with the 2013, 2014, 2015, 2016, & 2017 Five Star Wealth Manager award featured in both the Chicago and Seattle Magazine. In addition, Morgan Stanley has awarded me with the title of Portfolio Manager & Investment Management Consultant for my experience with discretionary asset management.  

All of these accolades and experience demonstrate my strong commitment to you, as my client, that I strive to provide the best in class strategies and advice to guide you towards a successful financial future.
Services Include
  • Professional Portfolio Management1
  • Financial Planning2
  • Asset Management3
  • Retirement Planning4
  • Corporate Cash Management
  • Lending Products
  • Alternative Investments5
  • Estate Planning Strategies6
  • Life Insurance7
  • 401(k) Rollovers
  • 529 Plans8
  • Annuities9
  • Endowments and Foundations10
  • Executive Financial Services11
Securities Agent: CA, CT, DC, FL, GA, IL, IN, MA, MI, MO, NC, NV, NY, OH, OR, PA, TX, VA, WA, WY; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1278671
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

My Process, Your Journey

My approach to wealth planning focuses on what is most meaningful to you.
Whether meeting with you for the first time or reviewing your progress and life goals, this is my priority.


My approach to wealth planning focuses on what is most meaningful to you.
Whether meeting with you for the first time or reviewing your progress and life goals, this is my priority.









DISCOVER


Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.


CREATE


I work with you to develop a roadmap to help you achieve and preserve the outcomes you envision.


ACT


Next, I can help you implement investment, retirement, trust services, lending, cash management and insurance strategies suited to your needs.


ADJUST


Achieving your goals requires vigilance and flexibility. I’ll help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.
  • DISCOVER
    Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.
  • CREATE
    I work with you to develop a roadmap to help you achieve and preserve the outcomes you envision.
  • ACT
    Next, I can help you implement investment, retirement, trust services, lending, cash management and insurance strategies suited to your needs.
  • ADJUST
    Achieving your goals requires vigilance and flexibility. I’ll help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.

Clients

Focusing on the needs for a diverse set of successful individuals and families along with "Working Wealthy" professionals that include:

My Commitment to You

With over 19 years of industry experience as a Portfolio Manager and Financial Advisor dating back to 1999, this has and always will be my only career. What that means for you and your family is assurance I will be advising you through all of your major life events, financial needs and multi-generational wealth transitions. Over these years I have cultivated a vast array of clientele across the country which requires me to remain firmly committed to the complexities and challenges that a wide group of investors face in today's capital markets.

By combining the distinctive capabilities and resources that Morgan Stanley has to offer, my advice is focused around these core area's of wealth planning strategies:

• Comprehensive Financial Planning and Wealth Management
• Portfolio Management & Tax-Efficient Investment Strategies
• Liability, Liquidity, and Debt Optimization
• Individual & Corporate Cash Management
• Wealth Preservation Planning
• Insurance and Family Risk Management
• Investment Product and Asset Manager Analysis
• Retirement Income and Distribution planning

To further show my commitment to you, I have continued to grow my competencies through not only experience but by attending some of the top-ranked business programs available:

• University of Chicago Booth School of Business- Investment Management Education Program
• DePaul University- Certificate Program in Financial Planning
• Gies College of Business University of Illinois at Urbana-Champaign- Bachelor of Science in Finance
• Whitman School of Management at Syracuse University

    Location

    500 108th Ave NE
    Ste 1900
    Bellevue, WA 98004
    US
    Direct:
    (425) 451-3315(425) 451-3315
    Toll Free:
    (800) 328-2802(800) 328-2802
    Fax:
    (312) 648-3344(312) 648-3344
    227 W Monroe Street
    Suite 3400
    Chicago, IL 60606
    US
    Direct:
    (312) 917-7443(312) 917-7443

    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact Nathan J Huveldt today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    8Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    9Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    11Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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