CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

(518) 373-7300

(518) 373-7300

Natalie is the newest asset to join Sequoia Financial Group. Prior to joining the firm in 2021, She had spent nineteen years as an independent financial professional with for Equitable Advisors operating in Eastern New York and Western Massachusetts. Natalie Joining Sequoia has not only allowed the team to expand Eastward, it has allowed Natalie to rejoin her mentors “Bob” and “Ralph” and the rest of the Sequoia Team.

While Natalie and her team offer clients a full spectrum of financial guidance, Natalie’s core concentration is retirement strategies for the Not-for-Profit market. Having this base focus has permitted her to gain experiential knowledge allowing her to easily navigate unique market challenges alongside keeping individual client needs paramount.

Professionally, Natalie holds her Charted Financial Consultant (ChFC®) designation, Series 7, Series 66 FINRA registrations, New York State Life, and Accident and Health licenses and can conduct business in NY, MA, CT, NJ, VT, SC, FL & MS.

Natalie lives in Eastern Rensselaer County with her Husband Justin, two amazing kids Addison and Owen, and Labrador Bosun. Outside of the office, Natalie enjoys spending time with her family, skiing, vacationing in RI, and having fun with friends and neighbors.

I STRIVE TO PROVIDE THE HIGHEST LEVEL OF PROFESSIONALISM BY:

 

  • Listening to my clients
  • Being objective and open
  • Providing professional service and advice with integrity

FUN FACTS:

 

  • “Yacht Rock” is not just a music genre, it’s a way of life.
  • Tanglewood is a magical place for any concert.
  • Labrador Retrievers… Amazing.