The Retirement Advantage
Nathan Maly is an experienced professional in client services and relationship management with a background in finance. Currently serving as an Internal Plan Consultant and Client Relationship Manager at The Retirement Advantage, Inc. since October 2023, Nathan previously worked at Vision Financial Group, LLC - Iowa as a Service Associate from April 2021 to October 2023. Prior to that role, Nathan was employed at Principal Financial Group as a Client Services Associate from May 2019 to April 2021. Nathan holds a Bachelor's degree in Finance from the University of Iowa, earned between 2015 and 2019.
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The Retirement Advantage
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As a third party administrator with 401K expertise for employers, advisors & employees, we offer a streamlined approach to retirement and fiduciary services.