Nathan Cook joined the MJ team as a plan operations assistant and has since progressed to the role of account manager within the Retirement department. In his current position, Nathan assists our clients in navigating their retirement needs, providing both short- and long-term solutions. He collaborates with team members to develop client reports, review plan design summaries, and facilitate other key deliverables, ensuring that clients can achieve the future they envision.

Prior to MJ, Nathan accumulated professional experience in the personal finance industry, working as an associate financial representative. This experience allowed him to discover his passion for crafting personalized solutions for clients and makes him a valuable asset to the MJ team.