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Our team of advisors provide you with the tools and education to make the smart, long-term investment choices to fit your lifestyle. Most of all, we help you completely understand all suitable options.

Talk to one of our financial advisors today and let's partner together for your future.


Are you searching for someone who can help build your trust, create a valuable connection, and guide you to financial stability?

Natalie Irwin

Operations Manager

Natalie has a vast experience as an event coordinator, executive assistant and office management, guest services, public relations, including event planning, HR, social media marketing and communications. Natalie joined LGT Financial Advisors LLC in 2018 as the firm’s Operations Manager. She continuously maintains organization for the firm. On a daily basis Natalie manages LGT-FA’s software systems, compliance, and administrative duties. She supports advisors in many ways including, communicating to clients, creating and generating client specific reports, as well as servicing all client requests. Natalie is in constant communication with vendors keeping the firm moving towards a direction of growth. Natalie facilitates the process of new client onboarding...there is no document that a client signs that does not cross her desk.


Baylor University

  • Bachelor Degree in Journalism – Public Relations
  • Collegiate Athlete – Golfer
  • Alpha Delta Pi Sorority


  • 500 hour Certified Yoga Instructor

  • Supporting Financial Advisors
  • Servicing Clients
  • Vendor Relationships
  • Technology Management
  • Client Account Administration
  • New Client Onboarding
  • Compliance
  • Marketing
  • LGT’s Yoga Instructor
  • Dallas Zoo – Member
  • Uptown Yoga – Yoga Teacher
“My job goes beyond running the day to day operations for the firm. While I do enjoy keeping the firm organized and moving in a direction of creating more efficiency, being in service to our clients is the most rewarding part of my job.”
Natalie IrwinOperations Manager
“As financial advisors we build holistic relationships with our clients so that their financial goals align with their core values. Our client’s needs come first and we are here to simply assist them on their financial journey to achieving financial freedom.”
Natalie IrwinOperations Manager
young business people group have meeting and working in modern bright office indoor
”It seems to me that the natural world is the greatest source of excitement; the greatest source of visual beauty; the greatest source of intellectual interest. It is the greatest source of so much in life that makes life worth living.”
Miller BentleyFinancial Advisor

Talk to one of our financial advisors today and let's partner together for your future.