Natalie is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) and is continually working to deepen her knowledge in the profession. After seven years as an engineer, she realized that her passion for finance overshadowed her engineering career path and decided to make the switch. Specifically, Natalie partners with clients on topics ranging from retirement planning, education funding, charitable giving, insurance preparedness and portfolio management.