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.
