portrait of Nathaniel J Funk

About Nathaniel

Now more than ever, during these volatile times, this responsibility becomes increasingly important as many individuals face financial uncertainties. If you have questions about how to stay on track with your retirement or education goals, please give me a call.

As a former professional educator and coach, I was privileged to have the opportunity to make an impact on numerous individuals every day and was fortunate to make a deep and lasting impact on many of those lives. As my family began to grow, it became most important to me to make an impact on my own children, so I...

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • College Savings

Work History

  • Edward JonesAugust 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Edwards UnivBachelor of Business Admin

Personal Interests

  • Coaching Sports
  • Football
  • Personal Fitness
  • Golfing
  • History and Museums

Team Members

  • Danielle Hutchinson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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