Meet Our Team
Helping firefighters pursue retirement goals and affluent families preserve intergenerational wealth.
After all, it’s what you keep that matters.
Nathan Medina, CFP® CA Insurance Lic#OC32917
Nathan is fully focused on putting you first by humbly appreciating the unique path you have taken to get you where you are. His purpose is to support you in the pursuit of your passion by being fully committed to his craft.
Having begun his career in financial services in 1995, he has worked tirelessly (i.e. everyday!) on increasing his competence so he can deliver on his commitments. Since then, he has amassed credentials and experience in various corners of the industry. Technically, his knowledge lies in helping you preserve the wealth you have created and helping you transfer that wealth to your heirs as simply and efficiently as possible.
Nathan’s role at After-Tax Wealth management is to execute the firm’s strategy and lead the efforts of the team of employees, advisors, and consultants who serve you.
Outside of the office, Nathan enjoys laughing and playing with his family at the beach, in the mountains, and anywhere else they can better understand people from various walks of life.
Parker Finot, Financial Consultant
Parker holds active Series 7 and 66 licenses through LPL Financial. Before joining After-Tax Wealth Management, Parker developed strong foundational skill sets in Corporate Finance and Business Consulting during his 5+ year tenure as an LPL Financial home office employee.
Parker is a native of San Diego and spent most of his youth in the Point Loma area. He is fortunate to have a strong family presence throughout San Diego which he cherishes. Parker graduated from San Diego State University with a Bachelor’s degree in Economics and subsequently obtained a Professional Accounting Certification from UCSD Extension.
When he is not in the office, Parker is an avid outdoorsman that enjoys hiking, camping, and trekking around with his fiancé and their two dogs – a Husky/Shepherd mix and a purebred German Shepherd. Being a lifelong Southern Californian, he has a special affinity for California Coastlines and the Sierra Mountains.
Will Floros CFP®, Financial Consultant
Will joined After-Tax Wealth Management in 2020 to focus on the firm’s financial planning and investment offerings. Prior to joining the team, Will spent almost five years at Morgan Stanley in the planning department providing comprehensive financial plans and solutions.
Outside of the office, Will enjoys playing tennis, spending time with family, and reading. Being new to San Diego, Will also enjoys spending time exploring the beaches and local trails.
Jennifer Silva-Reis, Director of Client Operations
Jennifer’s number one priority is to ensure the highest level of service for the clients of After-Tax Wealth Management. Having served in the financial and accounting industries since 2007, Jennifer understands the unique needs of our clients and strives to promote financial peace of mind. Her responsibilities range from coordination of client appointments and financial services, to regulatory compliance and general operations.
Jennifer is a graduate of Arizona State University, a California Notary Public and is currently pursuing her Certified Public Accountant license. Aside from her professional development, she enjoys spending time with her family, seeing the world and opportunities to give back to her native Point Loma community.