Nathan Thomsen, CFP®

Client Service Associate:
Lisa Loeffel

Nathan Thomsen, CFP®

Regional Vice President / Senior Wealth Advisor

For over 15 years, Nathan has been helping clients make informed and actionable financial decisions. He takes a comprehensive and thorough approach to identify both coordination gaps and planning opportunities within a client’s current financial plan and then provides strategies to help them achieve their objectives.

Prior to joining AMC, Nathan held wealth advisory positions at TIAA, Fidelity Investments and Sagemark Consulting. His diverse experiences at each of these firms provides a unique perspective when working with clients. Additionally, Nathan is a CERTIFIED FINANCIAL PLANNING™ practitioner since 2008.

Nathan attended the University of Connecticut where he earned a B.S in Business Administration. While at UConn, he was a member of the Men’s Golf Team – serving as Captain his senior year.

Nathan lives in Warwick, RI with his wife Melissa and their daughter Charlotte. Outside of work, Nathan enjoys traveling, trying new restaurants and working to improve his golf game.

Contact Us Today!

    I am interested in

      Investment and Wealth Commentary
      Delivered to Your Inbox Weekly