Meet Our Team
Expertise
Nathan has been assisting families, businesses and professionals in the accumulation and protection of wealth since 1994. It is Nathan’s philosophy to provide his clients with objective financial solutions to their individual financial goals with a keen focus on follow-up service. He also strives to build deep relationships with his clients so that he continually stays abreast of their ever-changing needs.
Background
Nathan has always been entrepreneurial and very interested in Financial Services. While attending college at Boston University, he earned his Bachelor of Science Degree in Finance, and started a painting business which helped support his career early on. As, a senior member at Boston Partners, Nathan served on the firms Advisory Board and was instrumental in the design of a unique mentoring program.
Nathan is a leader amongst his peers in the industry. He is ranked as a top performing financial advisor, qualifying for sixteen ACE Conferences through Signator Investors, Inc. ACE signifies “Achieving Client Excellence” and in 2018, Nathan was inducted into the Signator Hall Of Fame.
Most recently, he and his longtime business partner Brent Balloch founded Pointes North Wealth Management, a boutique wealth management firm, while still retaining their affiliation with the Boston Partners Financial Group.
Personal
Originally from Somers, Connecticut, Nathan currently resides in Danville, New Hampshire with his wife Kristi and their children, Brady and Kaitlin. As a family, they spend a lot of time enjoying outdoor activities as well as watching and supporting the local Boston sports teams.
Competitive by nature, Nathan likes to stay active by practicing martial arts and mountain biking. He also enjoys coaching his children’s sports teams and he is currently serving as the president of the Danville Youth League, covering the town’s baseball and softball teams.
HALL OF FAME DISCLOSURE
ACHIEVING CLIENT EXCELLENCE DISCLOSURE
Expertise
Brent assists families, individuals, and business owners in achieving their unique financial goals. It is Brent’s standard to provide unparalleled commitment, service and enthusiasm towards identifying, creating and achieving his client’s personal and financial aspirations in the areas of accumulation, protection and distribution of wealth. Put simply, Brent helps his clients address the basic and critical financial questions: Where am I financially? Where do I want to be? What is the most effective way to get there? Continue Reading...
As a top advisor at Boston Partners Financial Group, LLC, Brent has access to a sophisticated variety of resources. Brent values the opportunity to utilize a diverse range of companies to best suit each of his individual client’s unique goals.
Background
From the beginning of his career in 2003, Brent has been acknowledged for his outstanding performance as a financial advisor. In 2004 he was named the “New Associate of the Year,” putting him at the top of his advisory class. Additionally, Brent has qualified for the ACE award multiple times. ACE stands for “Achieving Client Excellence” and is a national recognition award for Signator Investors, Inc. financial advisors. ACE is an achievement bestowed upon only the top financial professionals and advisors within Signator’s national network. As a leader among his co-workers, Brent was also elected to sit on the Boston Partners Advisory Board in 2013. Continue Reading...
Brent earned his B.S. in Business at Bryant University where he played both football and rugby. He graduated Magna Cum Laude and was invited to be a member of the Beta Gamma Sigma Business Fraternity. Brent obtained the prestigious CERTIFIED FINANCIAL PLANNER™ designation (CFP®) after completing his course work at Merrimack College in 2007, and most recently earned his ChFC® designation.
Personal
Brent is from Glastonbury, Connecticut and currently resides in Derry, New Hampshire with his wife Tricia and their three children. When he is not assisting his clients, Brent enjoys exercising, hiking, skiing and cheering on Boston sports teams, but spends most of his free time with his family.
Background
Amy is a graduate of the University of New Hampshire where she earned a bachelor’s degree in Finance. Amy interned at Boston Partners Financial Group as an Administrative Assistant where she further realized her passion for finance and wealth management and taking a permanent position with the team.
Personal
Amy resides in Auburn, New Hampshire with her parents and two sisters. When she is not working, she enjoys staying active, traveling, and cooking, but spends most of her time with friends and family.
David Drinon
Mentor, Friend and Former Colleague
Dave had a long and successful career as a financial advisor and planner; giving more than 35 years to the business. In the later years of his career he served as a mentor to Brent and Nathan, helping them to solidify the core beliefs that ultimately led to the creation of Pointes North Wealth Management.
In 2013 Dave retired from the industry to pursue his lifelong passion of painting on a full-time basis. In doing he tasked Nathan and Brent to look after his clients and relationships for the coming generations. Dave continues to be a friend and influence on Pointes North and can often be found on The New England shores with his easel, canvas and brush in hand!
We are proud to invite you to visit his website to see what he has been up to!