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the personal side of Natasha
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Natasha Palmatier, CFP®, AAMS®
Financial Advisor

Natasha joined the Key Wealth Management team, an affiliate office of Crux Wealth Advisors, in 2020 as a Financial Planner. She brings a strong background of industry experience to our team and undeniable enthusiasm for her career and clients.

Her responsibilities revolve around serving clients – her top priority – which means being proactive due to the continually changing industry, holding strategy meetings, being well-informed about market news, and continuously reviewing client portfolios. She works hard to ensure that clients feel confident about their financial situation, and she educates them about financial solutions that best fit their individual needs. Natasha strives to support and guide all of her clients to achieve success with their financial goals. She does this by establishing positive working relationships built on trust and an honest approach.

Natasha’s clients know her for her programmatic working style. She’s practical and remains focused on reaching goals. She understands the intricacies of the industry and her commitment to professional development is apparent. She has earned the CERTIFIED FINANCIAL PLANNER™ certification, and she holds the Accredited Asset Management Specialist designation.

Before joining our team, Natasha worked for Edward Jones for eight years, where she held various positions, including leadership roles as a field trainer and mentor. She earned her bachelor’s degree in Finance from the Henry B. Tippie College of Business at the University of Iowa. She also studied International Business and Finance at the Consortium Institute of Management and Business.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Natasha Palmatier

I was born and raised near Chicago and moved to Arizona with my husband, Jake, to be closer to family. Jake and I are proud parents to our three children, Isabella, Mila, and Wyatt. The importance of family values was instilled in me from a young age, and they remain a top priority for both Jake and me. I was inspired by my dad, who started his own wealth planning business when I was a child. As I grew up, I saw the impact he made on his clients and how it transpired into providing for his own family. He worked hard and made sure he played an active part in my life. He was also present at important milestones in my life and even coached my soccer and basketball teams.

Now that I have a family of my own, I understand the significance of being present in my children’s lives. I am grateful that my career allows me to prioritize my family while helping my clients achieve their financial success.

Jake and I are always on the go with our three young children. We try to spend as much time outdoors as possible with them on family hikes and other adventures that keep us active. We also love to travel! Disney World is a family favorite, and it has been a source of many fantastic memories. In just four years, we went eight times and look forward to creating many more family memories, whether that’s time spent at home or exploring new places.

Natasha Palmatier