Nathan Lerman is a Financial Advisor with WestPoint Financial Group who joined the firm in 2022 after a distinguished 22-year career as an insurance actuary. He brings a deep analytical background and extensive expertise in risk management, insurance, and financial planning, helping clients develop strategies that protect and grow their wealth.
Nathan’s philosophy is simple: build strong, lasting relationships with clients based on trust and open communication. He prioritizes understanding each client’s goals and provides guidance that aligns with their unique financial needs, helping secure their long-term financial future with confidence and clarity.
Outside of work, Nathan enjoys spending time exploring Chicago with his wife and six children, embracing the energy and activity of family life. He is dedicated to both his clients and his community, bringing the same care and attention to his personal and professional relationships.
