Natalie joined the firm in 2015 and serves as an Advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive strategy.

Previous Experience

  • Research Coordinator at University of Pittsburgh Decision Neuroscience Lab

Education & Credentials

  • BS, The University of Pittsburgh, Psychology
  • Executive Certificate in Financial Planning, Duquesne University
  • Certified Financial Planner



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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