Investment & Planning

A Southern California native, Natalie has been a thrill-seeker for most of her life. Growing up in Camarillo, CA, she enjoyed exploring the outdoors, playing sports and traveling. While studying at Occidental College, Natalie played softball and studied abroad in Paris during her junior year; she later graduated with dual degrees in economics and French studies.

At Westmount, Natalie works closely with advisors in several capacities, including client service, trading, financial planning and investment analysis. She also acts as a liaison between clients and their advisors, responding to client questions and requests as needed.

Outside the office, Natalie can be found at the beach, attending concerts around town or playing for the French National Softball Team. She is also pursuing the CERTIFIED FINANCIAL PLANNER™ certification at UCLA.