Natalie Adams has over 11 years of experience as a fully registered Wealth Management Client Associate, serving as the lead associate on a top-producing advisory team. She holds a degree in Business Economics from the University of California, Irvine, where she developed a strong foundation and passion for the financial industry.

Before transitioning into finance, Natalie spent a decade in the food and beverage industry, where she built an extensive background in hospitality management and top tier customer service. This experience instilled in her a deep appreciation for the importance of exceptional client care and the value of building meaningful, lasting relationships.

Over the course of her professional career, Natalie has consistently applied this client centric philosophy to her work in wealth management. She has served as both a business manager and the primary point of contact for clients, delivering personalized and thoughtful service. Natalie is committed to providing a white glove client experience and remains dedicated to helping individuals and families achieve their financial goals with professionalism, care, and integrity.