• Natalie Reed, FPQP™

    Client Relationship Manager

Utilizing her background in sales, recruiting, and administration Natalie thrives at building personal relationships with our clients and facilitating an efficient workplace. Natalie supports our team with all operational and client-facing needs, from opening accounts to researching client inquiries. With an eye for detail and a passion for organization, Natalie strives to build an exemplary experience for our clients and help them reach their personal and financial goals.

Natalie has called Portland home since 2016 but travels back to Napa, California often to visit her friends and family. In her free time, she enjoys sketching, supporting the San Francisco Giants, and disc golfing around Portland.