“I chose the Truepoint team because the firm is focused on providing excellent service to clients.”
Natalie works with custodians on account transactions and operations, and she assists with special projects for the wealth advisory team. Prior to joining Truepoint, Natalie worked at Harvest Financial Advisors as a client service specialist.
In her leisure time, Natalie enjoys spending time outdoors.
Specialties: client service, custodial relationships, financial transactions