Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
When you visit or call us, you are likely to be greeted Natalie, who will play a critical role in fulfilling client needs.
Natalie finished graduate school at Western University in Ontario, Canada, this year. During undergraduate and graduate school, she worked in several jobs that had customer service at their heart.
“We are happy to have Natalie here to help keep everything running smoothly. We are confident she will meet each client’s needs quickly and enthusiastically,” said Laura Kuntz, LWP Founder and Senior Wealth Manager/Shareholder.
Natalie was attracted to Laurel Wealth Planning because of the emphasis on meeting clients’ individual needs.
“I am looking forward to diving into the financial planning industry,” Natalie said. “I am also happy to join a team that is warm, helpful and value-driven.”
Learn more about Natalie Nelson, including her interests in opera and running.
