About Us

Nathanael A. Koch, Financial Planning & Investment Advisory Practice Leader, joined CAUSEY in 2007.   He previously worked as an Investment Advisor with Pacific West Securities in Englewood, CO.  Nathanael has an MBA with an emphasis in Investment Management and is a candidate for CFP® certification.

Nathanael has twelve years of experience specializing in the following areas:

  • Personal Financial Planning - assists individuals in the development of personal financial plans on a comprehensive or segmented basis.
  • Investment Advisory Services - assists individuals in the development of investment plans, and in the supervision and management of investment portfolios.

nkoch@causeycpas.com or (303) 567-8175.