Nathan is a Manager in the firm’s Private Client group. His priority is the tax and estate needs of ultra-high-net-worth individuals and families. He strives to bring simple solutions to complex client goals.

Nathan provides expertise in federal and state trust planning and compliance. He has a strong technical background with many trust structures, allowing for efficient and effective trust and estate planning. He consults on and builds family succession plans tailored to the client’s short- and long-term goals, values, and wishes. Nathan continuously seeks to grow with the ever-expanding trust and estate landscape. This passion leads to meaningful contributions that yield tax benefits for multiple generations.

A Principal in the Valuation Practice Group, Cameron specializes in business valuation and strategic support for a variety of clients. He works closely with clients to understand their goals and the unique complexities of each business and situation. Cameron helps clients determine and understand their current value, identify their value drivers and areas of opportunity, and put plans in place to help clients realize their value potential.

Cameron performs business valuations and consulting services for a variety of purposes, including estate and gift tax matters, transaction strategy, business transitions, and succession and exit planning.