Natalie works closely with our advisors to provide support and assistance to clients. She can help you with any schedule management, coordinating meetings, or assisting with paperwork. She is our primary point of contact for clients and is always happy to assist.
Natalie is a friendly and approachable team member who enjoys working with clients and helping them to navigate the financial planning process and stressful tax season. She is dedicated to supporting the advisors at Dixie's Tax & Financial Services and to providing the highest level of service to clients.