Natalie has worked in financial services since 1997. She is a Financial Paraplanner Qualified Professional™ and is licensed through Kestra Investment Services, LLC as a Registered Representative. She holds a Series 6 (Investment Company Products/Variable Contracts Limited Representative), and 63 (Uniform Securities Agent State Law Exam) license and is licensed in both life and health insurance. Natalie leads all operations and service functions for the firm including Advisor Services, Trade Operations, New Business, Account Operations, Reporting, Billing and Firm Financials. She focuses on strategic planning and development, financial forecasting and analysis as well as continuous improvements to optimize the client experience at our firm.
Natalie enjoys cooking and entertaining with family and friends.