Meet Natalie

Natalie is a Founding Partner and Senior Wealth Advisor at Cascade Financial Partners, where she partners with high-net-worth individuals and families to navigate complex financial decisions with clarity and intention. Her work often extends beyond the numbers, as she builds meaningful relationships across the generations of families she serves and takes a thoughtful, highly customized approach to designing sophisticated strategies around what matters most to them.

With over 13 years of experience and as a CERTIFIED FINANCIAL PLANNER™ professional, Natalie works closely with clients to simplify complexity and bring structure to their financial lives—whether that means optimizing investment portfolios, evaluating tax strategies, coordinating with estate attorneys and CPAs, or planning for significant life events. She developed her experience advising clients at two of the nation’s largest registered investment advisory firms, and her work is grounded in a fiduciary commitment to act in her clients’ best interests, delivering advice that is both technically sound and highly personal.

Before her career in financial planning, Natalie was a Division I field hockey athlete at the University of California, Davis. She also demonstrated a strong commitment to leadership early on, serving as ASB President and Class President throughout high school. She is a graduate of San Diego State University, where she earned her degree in Finance.

Away from the office, Natalie enjoys spending time with her husband, Rafael, and their two-year-old daughter, Ivy.