Her approach focuses on helping clients identify and prioritize their financial goals, in order to deliver solutions that address their specific needs. She works primarily with small business owners and working professionals preparing for retirement.
Natalie holds a Masters of Administrative Sciences in Finance from Johns Hopkins University, and a Bachelor of Science from Towson University. Natalie is a Certified Financial Planner™ CFP®. The CFP® designation reflects her extensive experience and education in the financial planning arena, as well as her commitment to continuing education and the CFP® Board’s Code of Ethics. She enjoys running, golf, volunteering and working with community and civic organizations. She resides in Silver Spring, MD with her husband and two children.