About
Natalie
Natalie has a passion for financial services and helping others achieve their goals. She joined Focus Partners Wealth in 2026, bringing expertise garnered from her work at Kovitz and Telemus, where she had been since 2021.
Outside of the office, Natalie enjoys spending time with family and friends, traveling, puzzling, and baking.
Education and Professional Milestones
-University of Michigan – bachelor’s and master’s degrees
Natalie has a passion for financial services and helping others achieve their goals. She joined Focus Partners Wealth in 2026, bringing expertise garnered from her work at Kovitz and Telemus, where she had been since 2021.
Outside of the office, Natalie enjoys spending time with family and friends, traveling, puzzling, and baking.
Education and Professional Milestones
-University of Michigan – bachelor’s and master’s degrees