Financial freedom is not just about wealth, it's about understanding your options and making informed decisions. Master your finances, don't let them master you.

Formerly from Virginia and West Virginia, Natalie attended James Madison University earning a Bachelor of Business Administration with a concentration in accounting.  Natalie is a CPA with extensive experience working with individuals, businesses, estates, trusts, and nonprofits throughout the nation.  She has worked for a wide range of large to small, boutique CPA firms across three states. She enjoys working closely with clients and their advisors on their tax planning and preparation needs. 

Natalie is a member of the Rocky Mountain Estate Planning Council, the Women’s Estate Planning Council and she is the Vice Chair for the Professional Advisors Council for The Denver Foundation.  She enjoys hiking, fishing, golfing, sporting events, live music, cooking, volunteering, and spending quality time with close friends.

44 Cook St. Ste. 100
Denver, CO 80206

Hours
Monday–Friday
9am–5pm MT