About Nathan Sorum & Sorum Financial

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Nathan started working with clients in the financial services industry in 1992 while still in college.  Over the years, he has helped clients with their investment, insurance, and financial planning needs and has trained a number of financial services representatives in advanced market areas such as estate planning, charitable giving, and retirement plan distribution planning.  He has been a speaker at a number of financial workshops throughout the region on a wide variety of financial subject matters.

Nathan has earned the Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Advisor for Senior Living™ (CASL®) industry designations.  He has a Bachelor of Science in Business degree from Miami University and a Master of Science in Financial Services degree from The American College.  He has obtained his Series 7, 24, 53, 63, and 65 registrations as well as his Ohio Life, Health, and Variable products licenses.

Both Nathan and Jamie are graduates of Lebanon High School and returned to settle in Lebanon with their two children, Phillip and Brianna, in 2002.  At that time, Nathan made the decision to start his independent practice, Sorum Financial.  Nathan and his family are members of Lebanon Presbyterian Church.  Nathan has served or currently serves on boards or committees with the Lebanon City Schools Community Audit Advisory Committee, the Warren County Arts Council, the Lebanon Area Chamber of Commerce, and Lebanon Presbyterian Church.  Nathan volunteers with school activities and has been a regular coach for Upward basketball and enjoys hanging out with his family, studying Christian apologetics, playing tuba, and watching Miami University hockey.