Natalie joined Briaud Financial Advisors in 2007 as an Investment Analyst. After completing her CFP®, she expanded her role to that of Financial Advisor, including both financial planning and wealth management. Natalie became a partner in the firm in 2011. In addition to her role as advisor, she manages the day to day operations and works tirelessly to assure the best possible client experience. Over time, Natalie has developed extensive expertise in estate planning, tax avoidance, business valuation and Medicare.