Phone: (484) 534-2654 Ext. 228
Natalie joined Legacy Planning Partners in September 2008. After holding positions ranging from trading and financial planning to most recently serving as the firm’s Operations Manager, as COO she is responsible for firm operations as well as leading the execution of firm strategy.
Prior to joining Legacy, Natalie was an Equity/401(k) specialist at Merrill Lynch where she worked with stock options and 401(k) plan participants by providing account education to clients for their retirement and/or brokerage accounts.
Natalie is an Elizabethtown College graduate with a Bachelor of Science in International Business- Finance and a minor in Spanish. She received her MBA from Temple University’s Fox School of Business in 2011. While at Elizabethtown, Natalie spent a semester in Barcelona, Spain and traveled all over Europe.
Natalie lives in Hatboro with her husband Jason, two children Lily and Jacob, and their dog Beau. She enjoys spending time with her family and teaching yoga.
Natalie is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC. A securities dealer and registered investment advisor. Legacy Planning Partners is independently owned and operated. DOFU 3/2017 TN 1745032