- Lisa McIntire Shaw
- Nathan Peterson
- Adam Leach
- Gene Gross
- Denise Avery
- Leigh Worlds
- Andy Guthe
Nathan Peterson
Partner, Investment Executive, RJFS
- 704.926.9800
- 704.926.9926
- nathan.peterson@cygnusam.com
Nathan Peterson graduated from Coker College with a Bachelor of Science degree in Business Administration. Nathan began his career in the securities industry at Bank of America 18 years ago and has been with Cygnus since its inception in 2009. He is a licensed financial professional, and he holds insurance licenses in life, health and annuities. His focus at Cygnus is in providing client service and retirement planning, while also serving as a member of our Investment Committee. He is also our resident expert on insurance and annuities.
Originally from Utah, Nathan has a great love for the outdoors which helped him to achieve the level of Eagle Scout in the Boy Scouts. In college Nathan served as the captain of the golf team for two years, and his senior year he received the honor of Coker College Student Athlete of the Year.
Nathan enjoys competing as an age group cyclist in road, mountain and gravel races, activities in which he is able to raise funds for charities. He also enjoys hiking with his wife, Sabrina, and three children at their local greenway. He can often be found on the baseball field or golf course with his kids.
Who We Are
At the heart of any organization are its people, and we are extremely proud of our team. We are a diverse group of individuals yet share common values and a shared commitment to our clients and to our community.
We are also a credentialed team, and all employees are encouraged to undertake educational training to maintain and enhance their professional skills.
What Makes Us Different
With thousands of advisors to choose from, it’s important that you select a competent and experienced partner with whom you are comfortable, who will be accountable to you and who holds themselves up to the highest ethical standards.
We always strive to exceed expectations, allowing clients the freedom to enjoy life, family and friends.
How We Help You
We help clients through our disciplined investment approach and tailored financial planning services.
Our services are personalized to the individual needs of each client. Financial planning combined with portfolio management services can help clients meet long-term financial goals and improve the quality of their and their family’s lives.