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.
- 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™