About Verde Wealth Advisors

Nathan holds the Certified Financial Planner®, Certified Investment Management Analyst®, Chartered Financial Consultant®, and a Certified Exit Planning Advisor designations. Since 2009, he has been helping business owners and pre-retirees coordinate their business and personal financial plans, proactively implement strategies to lower their lifetime tax bill, and align their investments with their values. Outside the office, Nathan loves a good landscaping or home maintenance project, fly fishing, hunting, a hard workout, and spending time with his wife and daughter.

Emily Serven is the marketing coordinator for the team. She and Nathan were married in 2012 and she has worked in the business since 2016. Her duties include helping implement brand awareness initiatives, facilitating client facing activities, and serving as a business thought partner. Emily is a voracious reader, lover of long neighborhood walks, and a proud mama.

​​Christie has worked in the financial services industry since 1997, where she has supported both advisors and clients. Effectively managing administrative tasks while fostering strong client relationships, she is always eager to help optimize productivity, simplify processes, and enhance the overall client experience. She and her husband enjoy hiking, kayaking, and visiting their 4 adult children around the US.

Baby J’s primary role in the office is to smile, coo, and generally inspire excellence by being adorable. Her performance reports consistently indicate she has both a natural aptitude for her role and a promising future in anything she sets her mind to. In addition to adding a little fun to this page, she’s a constant reminder of why we do what we do: creating a legacy by investing wisely in the future.