Natalie joined the team in August of 2017 after returning from Seattle, WA. Natalie was an English Literature major at University of Washington. She is currently working to obtain her securities licensing. Natalie assists with financial planning documents, coaches clients on all aspects of our technology, and handles community involvement. Natalie enjoys reading lots of books, skiing, and spending quality time with her cats Nicholas and Oliver.
Natalie acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 10/19