Natalie joined Resource Consulting Group in May 2013 and is a Certified Financial Planner™ professional. In her current role as financial planning manager and associate wealth advisor, Natalie leads and mentors the paraplanner team in day-to-day activities to foster a culture of continuous improvement and provide exceptional service to our clients. She is also responsible for assisting wealth advisors in understanding clients’ overall financial situation, defining and managing client expectations, and providing vision for client’s needs. Natalie is a member of the Financial Planning Association of Central Florida.
Natalie graduated from the University of Central Florida with a Bachelor of Arts in industrial/organizational Psychology. Before joining RCG, Natalie worked for a local business production and advertising company as office manager and as a proofer/editor and creative consultant in a local typesetting company.
Originally from Kentucky, Natalie moved to the Central Florida area as a child. She enjoys yoga, photography, and spending time with her two daughters.