Natalie grew up in the Central Valley and moved to Prunedale in 2015. She holds a bachelor’s degree in accounting and has previous experience in the accounting industry. Even though she enjoyed working with numbers and valued the attention to detail that accounting requires, she ultimately decided to pursue a career that allows her to have a more personal impact on people’s financial lives.
Natalie joined the Jacob Young Financial team in 2017 and quickly discovered a passion for personalized financial planning. After extensive training and education, she became a Wealth Advisor with Jacob Young Financial. She enjoys building relationships with her clients, getting to know their unique financial situations, and creating tailored financial plans to help them achieve their goals.
As a financial planner, her goal is to develop a comprehensive and coordinated plan that addresses the complexities of each client’s financial lives. This process often begins by identifying and clarifying their needs and goals, then creating a path to achieve them. She is committed to continuously monitoring progress and helping her clients remain on track to meet their needs and goals. She prioritizes keeping up with the evolving landscape of tax legislation, estate planning, and investment strategies.
Outside of work, Natalie enjoys spending time with her two young sons, gardening, traveling, Pilates and reading.
Series 7 Licensed
Series 65 Licensed
CA Insurance Licensed (License#4395504)