Nathanael A. Koch, Financial Planning & Investment Advisory Principal, joined CAUSEY as a manager in 2007. His prior experience includes nine years with a Denver-based Investment Advisory and Financial Planning firm. Nathanael holds an MBA with an emphasis in Investment Management. Nathanael, as Practice Leader, assists clients with financial planning and investment advisory services.
Nathanael’s background includes experience in the following areas:
- Functional – investment advisory services, assists individuals in the development of investment plans, and in the supervision and management of investment portfolios, personal financial planning – assists individuals in the development of personal financial plans on a comprehensive or segmented basis, income tax planning and compliance officer.
- Industries – primary emphasis on small business, professional practices and individuals.