About

My Mission

Hello, and welcome. I’m honored to work alongside widows and their family as they navigate the estate and financial decisions that follow the loss of a loved one as a Wealth Manager. This is one of life’s most difficult transitions, and you don’t have to go through it alone.

I understand the unique challenges this season brings. My role is to help bring clarity, organization, and steady direction during a time that often feels overwhelming.

We work together to manage estate administration and financial planning, always at a pace that feels right for you. My goal is to reduce uncertainty and lighten the burden, so you can focus on healing and moving forward.

I look forward to getting to know you and your story, and supporting you as you navigate this next chapter.

Natalie is a native of Houston, Texas and was raised on a small farm surrounded by horses, pigs, cows, and chickens. She enjoyed showcasing pot-bellied pigs at various rodeos in Houston, Dallas, and San Antonio. Her upbringing was also enriched by her parent's profession as a pilot and flight attendant for Continental Airlines, allowing her the opportunity of exploring destinations across Central America, South America, Europe, and Asia from a young age.

Over a decade ago, she crossed paths with her now-husband, Stephan, through a mutual friend. They reside in the Heights area of Houston with their beloved orange tabby cat, Franklin. Natalie and Stephan share a deep appreciation for travel, outdoor adventures, reading and cherishing life's simple pleasures.

Education:

Auburn University - B.S. in Accounting & Finance
Sam Houston State University - M.S. in Accounting
University of Texas at Austin - CPE - Certificate of Financial Planning
St. Pius X High School - Diploma

Registrations & Licenses:

General Securities Registered Representative (Series 7)
Investment Advisor Representative (Series 66)
General Lines Agent (Life, Disability, Health, Long-term Care, Annuities)