Smart Giving: How charitable gifts can enrich your community and your financial plan
There is more to good financial planning than simply providing for you and your loved ones.
Considering he purchased his first stock at the age of six, Nathan Quello was destined to work in the financial services industry. Upon graduating in 1996 from Concordia College in Morrhead, MN, Nathan began working in the commercial equipment leasing business. Four years later, he joined his father, John, in the financial planning business. Working together and drawing on each other's strengths has been both professionally and personally rewarding.
In 2007, Nathan passed the CERTIFIED FINANCIAL PLANNER™ exam and in November of 2013 joined Loft Advisors as a Financial Advisor. Nathan is driven by building relationships with his clients as they tailor a plan based on their financial well-being and goals. Loft Advisors, which is a division of First Dakota National Bank, provides securities through the full service investment firm of Raymond James Financial Services, Inc.
Nathan values being active in the community of Sioux Falls. He has served on several boards and enjoys the relationships that he has built through these organizations. He and his wife, Susan, have three children: Brita, Bergen and John. Brita is a dedicated student and plays on the varsity tennis team. Bergen is a ferocious reader and tenacious tennis player. Johnny, a Nathan mini-me, loves golfing with his dad and has discovered a love for baseball. Susan serves on community boards and has a soft spot for anything with children. The Children's Museum of South Dakota and her children's three schools are where she devotes most of her time. When not at the office, Nathan can be found playing with his kids or golfing with friends.
Check the background of this investment professional on FINRA's BrokerCheck
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