Natallia is a Client Service Associate in the firm’s Reston, VA office. In this role, she supports the team’s advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process.

Before joining the team, Natallia worked as a client service associate for Lynch Retirement Investment Group and also held several positions at Pinnacle Advisory Group.

Originally from Belarus, Natallia now resides in Odenton, Maryland with her husband, dog and two cats, and enjoys yoga, dance, and theatre outside of the office.

Previous Experience

  • Client Service Associate at Lynch Retirement Investment Group
  • Executive Assistant at Pinnacle Advisory Group
  • Administrative Assistant at Pinnacle Advisory Group

Education & Credentials

  • BS, University of Maryland Global Campus, Finance