Natalie began her career working in retirement communities in her hometown, Naples, FL. She went on to work for US Homes/Lennar of Southwest Florida serving as a liaison between home buyers and the company’s administration and construction staff. Prior to joining Legacy in 2014, Natalie worked in Owner Services at a private sporting community in South Carolina where she oversaw internal communications between staff and residents, facilitated the planning and execution of multiple annual events and generally assisted the community’s residents with a variety of matters including securing reservations at each of the community’s eight amenities.
In her role as Relationship Manager, Natalie works closely with Legacy’s investment and operations staff to guarantee clients’ financial, tax and estate planning needs are being met in a holistic way. Natalie’s penchant for client service and her accommodating attitude ensure that Legacy’s families are well taken care of.
Natalie earned her bachelor’s degree in Political Science with Cum Laude Honors at the University of North Florida and her MBA with a concentration in Finance through American Military University.Natalie is active in the Jacksonville community, has volunteered for numerous local political campaigns and is a member of Ronald McDonald House Charities Jacksonville’s young professional group The Red Shoe Crew.