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Brett Carleton headshot

Nathan Burleson

Client Service Associate

Nathan is our Client Services Associate. His primary duties are account maintenance, contributions, distributions, and operations. He also assists with compliance forms and maintains record-keeping for the firm.

Nathan Burleson joined Heritage in January 2024 after a one-year internship during his senior year of college. He was a Ted Bauer Undergraduate Business Scholar at the University of Houston and graduated with a B.A. in finance in the personal financial planning program. Nathan met his wife Jordan in high school, and they married in January 2024 after graduating college. They have their first apartment together in Northwest Houston and they enjoy traveling and hiking. Nathan enjoys running and looks forward to competing in marathons, including the annual Houston Marathon.