Natalie is a Financial Planner.

Get to know Natalie.

At SYM

I enjoy engaging with clients and getting to know them and their families. It is also great to be a part of the SYM family and see the benefits of true teamwork play out in the workplace as well as in a positive way for our clients.

Credentials

Bachelor of Arts – DePauw University, Greencastle, IN

Master of Business Administration – Davenport University, Grand Rapids, IN

Financial Paraplanner Qualified Professional ™

Natalie’s Words to Live By

“You must do the thing you think you cannot do.”

-Eleanor Roosevelt

Personal Pursuits

I love spending time with my husband, our son, Grayson, and black lab, Bella. We like to be outdoors and leading an active lifestyle with water sports and other activities. Also enjoy traveling and part of my “bucket list” would be to travel to all 50 states.

Favorite Book

Anything written by Jane Austen