Natalie thrives on a high energy environment that allows her to help clients develop long term strategies for life’s financial events. She was attracted to the financial service industry in 2012 because it allows her to interact with clients and designing personalized plans geared to support their unique goals and dreams.
She holds the Retirement Income Certified Professional (RICP®) accreditation with practical experience and training to develop strategies for creating a secure, sustainable income while addressing the risks and concerns associated with retirement. Part of the process is helping clients identify the best options for healthcare and long term care while also seeking to maximize social security benefits and minimize taxes.
For those not yet retired, she helps assist clients with issues like college funding, life insurance needs, and how to preserve and grow their assets.
In addition to her RICP® designation, she holds an Accredited Asset Management Specialist™ (AAMS™) and Certified Plan Fiduciary Advisor™ (CPFA™) designations. Natalie also holds the Series 7, 9, 10 and 66 licenses as well as life and health insurance license.
Natalie grew up just outside of Toronto, Ontario and now lives in Sherwood, AR with her husband, Nathan and two children, Nash and Nellie. As a competitive swimmer, she attended Henderson State University on an athletic scholarship. She graduated with a B.A. in Business Administration and continued her studies to be awarded a Master’s Degree in Business Administration. In her spare time, she enjoys CrossFit and Swimming.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.