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Nathan Abbott

Nathan Abbott

Client Service Associate

Nathan is passionate about connecting with individuals and families to craft personalized financial plans aligned with their unique aspirations. Recognizing that each client has a distinctive financial narrative, Nathan is driven by the belief that authenticity forms the cornerstone of lasting relationships. This ensures a holistic collaboration where clients not only reach their financial milestones but also experience meaningful development throughout the process.

Education and Experience

Nathan previously worked in retail and private banking for five years before joining Plan It Financial Group.

Nathan is currently attending Davenport University, studying Finance with a concentration in financial planning. Nathan is also attending The American College of Financial Services, looking to earn his designation as a “Chartered Special Needs Consultant®”

Family & Fun

Nathan has been married to his wife Nikki since 2019. They currently have two dogs, Finnegan and Sophie. Nathan and Nikki like to travel and see new things. Nathan and Nikki spend a lot of their time at their Church in Caledonia. Nathan also volunteers for the Special Olympics.

Favorite Quotes

“The pessimist sees difficulty in every opportunity. The optimist sees opportunity in every difficulty.” —Winston Churchill

“Coming together is a beginning. Keeping together is progress. Working together is success.” —Henry Ford