The "Who"

Client Centered

Whether you work with Phillip, Nathan, or both of us, rest assured that you are always receiving our combined expertise. That’s because we operate as your Financial Care Team; each of us sharing full information about each client so that we can take care of your needs seamlessly, without interruption. Although you might only meet with one of us, each client case is collaborated upon jointly behind the scenes.

But it’s not just the two of us…behind the scenes, we partner with one of the largest broker-dealers in the nation to handle our “back office” needs. LPL Financial, we believe, has the size and efficiencies to serve our needs so that we can be effective in serving your investing and financial planning needs. On top of this, we partner with dozens of highly-rated insurance companies to be able to offer you competitive, quality coverage in all insurance-related areas.

Our goal in the end is simply to make sure you get excellent service and advice with each interaction you have with Sorum Financial. That is part of our pledge to give you big city advice in a small town atmosphere.

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