Director of Compliance & Operations 

Nathan D. Meyer, CFP® is Operations Manager at A Smarter Way to Invest, Inc., supporting disciplined, rules-based investment execution across the firm’s institutional portfolio strategies. He earned a Bachelor’s degree in Business through the Professional Golf Management program at Ferris State University. Nathan oversees the firm’s investment operations and works closely with the portfolio management team on implementation, process coordination, and ongoing management. As a Certified Financial Planner™, he contributes to ensuring investment strategies are executed consistently, efficiently, and in alignment with institutional and regulatory standards.