Natalie joined HB Wealth in January 2025 after working with WMS Partners since 2020. As a Senior Wealth Advisor & Wealth Strategist, Natalie assists clients on a wide variety of topics including estate planning, retirement planning, and wealth transfer strategies. Natalie’s in-depth knowledge of advanced tax and financial issues serves as a valuable resource for her clients.
Prior to joining HB, Natalie spent four years at PNC as a Fiduciary Advisor collaborating with Private Banking, Wealth Strategy & Investment Advisors on client planning discussions and documents. She also spent time at Adelberg, Rudow, Dorf & Hendler LLC, where she prepared estate planning documents, including wills, trusts, and power of attorney.
Natalie participates in volunteer events throughout Baltimore, including her favorite annual harvest day at First Fruits Farms, which supports the Maryland Food Bank.
Natalie obtained her B.A. from Louisiana State University with a dual concentration in English Literature and French. Natalie spent a year as an exchange student in Lyon, France, where she lived with a French family and attended Université Jean Moulin Lyon 3. Natalie received her J.D. from Loyola University New Orleans College of Law and her LL.M. in Taxation from the University of Alabama School of Law.
Outside of work, you can usually find Natalie entertaining her very active young boys on the lacrosse fields or on the mountain biking trails. She and her family enjoy travelling, particularly to places where Natalie can practice her French.