Vice President of Sales

Natalie is an Investment Advisor Representative who made her way into the financial services world by following in her father’s footsteps. In 2010 she obtained her life insurance and annuity licenses, as well as her property and casualty license. After working at Allstate as an insurance agent for nearly ten years, she realized that she could help and protect her clients even more by becoming an Investment Advisor Representative. In January of 2021, Natalie passed the Series 65 (Uniform Investment Adviser Law) exam to be an Investment Advisor Representative.

Over the years Natalie has come to realize that everyone’s circumstance is unique. With the proper planning and saving, most people can reach their Financial Freedom Day. It is important to her that each of her clients know with one-hundred percent certainty, that their best interest will always be put first when creating their individualized plan. To her, being an advisor is more than just a title, it is a promise. A promise to always do what’s right by her clients as she takes on the role of a fiduciary. For some, fiduciary may just be another thoughtless word, but to Natalie it is powerful. It is a vow that symbolizes the commitment she has to her clients, and it guides every action she takes on their behalf. She strives for client satisfaction and will always go above and beyond for her clients.

Natalie is a wife and a mom to two precious little boys. When she is not helping individuals in her community work towards achieving their financial goals, she enjoys spending time with her husband Kyle and her sons. A few of her favorite family activities consist of taking long walks, a boat ride on Beaver Lake and laying by the pool to watch the sunset. Natalie truly believes there is no better place to live than Northwest Arkansas.