As the client services and operations guru for Matt Boehm and Josh Edmonds, Natalie prepares client paperwork, responds to inquiries, and manages our office workflows to ensure that everything runs smoothly. She strives to provide the best client experience possible and is always looking for new ways to brighten our clients’ days.
Natalie graduated from Bradley University with a Bachelor’s Degree and has been in the financial services industry since 2018. Outside of work, she enjoys spending time with friends, family, and her chocolate lab, Bailey.