Foster & Motley, Inc.
Nathan Lorenz currently serves as a Wealth Management Associate at Foster & Motley, Inc. since January 2022, following a role as a Tax Intern at the same firm where responsibilities included preparing individual income tax returns and assisting financial advisors with tax projections. Before these positions, Nathan gained experience as a Wealth Management Intern, collaborating with financial planners on client reports and retirement planning scenarios. Previous internships include roles at Anthem, Inc. in sales management, Design Within Reach in logistics, and Sharp's Valet as a Valet Captain. Nathan holds a Bachelor of Business Administration with a focus in Finance and Accounting from the University of Cincinnati, completed in 2021.