Greenway Profiles - Natalie
- Author
- Greenway Wealth Advisors, LLC
- Published
- Wed 23 Oct 2024
- Episode Link
- https://www.greenwaywealth.com/
Making Margin Podcast
Episode 55 - Greenway Profiles - Natalie
Welcome to the Making Margin podcast! Greenway’s team is here to discuss common financial mistakes and to help you navigate them.
Meet the voices behind this episode of Making Margin:
This month we’re starting a new series, Greenway Profiles, where we’ll introduce you to our team and find out more about how they got to where they are. First up is Natalie, who serves as our firm CFO and a senior advisor.
- Tell me about your background. Where are you from? Where did you go to school?
- What was your first job?
- Talk about your transition from working with institutional dollars to working with individuals and families. Why did you decide to do that?
- What are some consistent challenges you find that people have with their finances when you first meet with them?
- Who is your role model for retirement?
