Nathaniel Carswell, CFP®

Nathaniel Carswell, CFP®

Position: Chief Operating Officer

Nathaniel Carswell is a CERTIFIED FINANCIAL PLANNER™ professional. He brings over eleven years of financial planning experience to the TFA team. Nathaniel takes great pride in listening and collaborating with his clients before offering financial strategies.

Nathaniel and his wife, Lauren, and their son, Lachlan reside in Greensboro. His hobbies include reading, traveling, hiking and spending time with family.


  • Appalachian State University
    • B.S. Sociology with minor in Business Management

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Times 300 Top Registered Investment Advisers – 2018, 2019