With over 14 years of multi-faceted financial industry experience, Natasha brings a unique knowledge and skillset to her role. Beginning her career in an administrative capacity, she quickly developed a passion for establishing best practices to enhance overall client experience and became a coach for new hires and liaison to her peers. Wanting to expand upon her desire to help clients achieve their financial goals, she transitioned into an advisor role, where she maintained a reputation for improving efficiency, streamlining operations, and mitigating risk. Having worked within the brokerage and private family-office structure, she has developed a deep understanding of the needs and complexities of affluent families through managing multi-generational wealth, succession planning, and preserving family legacies.

Natasha is committed to delivering exceptional service and peace of mind to clients, through understanding what is important to them and customizing an approach that aligns with their values to achieve their financial aspirations. She holds a Series 7, 63, and 65 license and is also licensed in life and health insurance.

Natasha is engaged in her community and has a teenage son and daughter that are very active in sports. She enjoys watching them play and devotes much of her free time to traveling for various tournaments and competitions to support and spend quality time with them.