Natalie is a dedicated Client Service Associate with over a decade of experience in the financial services industry. Known for her attention to detail and proactive communication, she fosters trust and long-term relationships with clients and is passionate about helping them thrive financially with confidence and clarity.
Natalie combines deep industry knowledge with a client-first mindset and plays a key role in delivering exceptional service. In addition to supporting our financial advisors, she contributes to the efficiency and accuracy of investment operations, ensuring a seamless client experience from planning to execution.
Natalie brings a deep understanding of client needs and a broad perspective shaped by her experience in both boutique advisory firms and large financial institutions. This versatility allows her to skillfully navigate complex financial landscapes and support clients across a variety of goals and circumstances. She continues to advance her expertise through ongoing education and certifications, staying current with industry trends and best practices.
A Southern California native, Natalie stays active through outdoor activities such as kayaking in Back Bay and hiking along the coast. She also enjoys cooking for friends and family, and the adventure of travel.