Nathan Harvey

Nathan Harvey

New Business Manager

Let me also introduce Nathan, our New Business Manager. Nathan is responsible for preparing and processing paperwork for new accounts, and for gathering and organizing data to prepare for client meetings.  He also for maintains accurate information in our electronic files and systems.   Nathan previously studied in the automotive industry while concurrently studying finance and marketing to work for American Executive Tax & Financial Services. Of course, he is always happy to assist with any service needs that our clients may have, as well!