Natalie is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 6 years experience working in the financial services industry. Natalie previously worked at Morgan Stanley and Charles Schwab, where she focused on planning around life’s most financially impactful milestones for high net worth families. She has a passion for empowering others by giving them the knowledge and tools they need to achieve financial freedom. Natalie is originally from Miami, FL and now resides in Denver, CO with her dog Monti and partner Conrad. In her free time she enjoys skiing, hiking, yoga, traveling, and cooking.
Education: University of Florida (BA)
"Associate yourself with good hearted people, for it is better to be alone than in bad company."
Get to know Natalie
Our stop in Milan during a 10 day road trip through Europe.
Picture taken before repelling off this arch.
My favorite place on earth. Not pictured—the endless pasta and wine consumed on this trip.
Hiking is one of Monti’s favorite activities. I come along for the views!
Who inspires you?
Where's your favorite place in the world?
Cinque Terre, Italy
What's the last book you read?
The Female Brain
If you could visit anywhere in the world you've never been, where would you go?