As a Wealth Management Analyst in Sequoia’s rotational training program, Natalie supports the financial planning process through data gathering, analysis, and project work, in close collaboration with the financial planning, asset management, and advisor support teams. She is building the foundational experience needed to become a Wealth Advisor.

Natalie approaches her work with a client-first mindset, built on the belief that trust is earned through reliability, integrity, and attention to detail. Her time working as a bank teller during college gave her an early view of how financial circumstances shape a person’s confidence and peace of mind, reinforcing the value of listening closely and meeting people where they are. She holds an MBA and two Bachelor of Business Administration degrees, with concentrations in financial planning and marketing, from the University of Minnesota Duluth. She also has her Series 65 license.

Natalie lives in Eden Prairie, Minnesota. Outside of the office, she enjoys spending time at her family’s cabin, playing piano, and staying active through pickleball.