Natalie oversees the day-to-day compliance initiatives in addition to supporting client relationships . Given her background in financial planning, she works closely with the financial planning team and provides in-depth financial, estate, and tax planning to her dedicated clients. As a Partner and long-standing member of the firm, Natalie is dedicated to implementing policies that promote Main Street Research’s culture and vision.

Natalie earned her CERTIFIED FINANCIAL PLANNER™ certification from the University of California, Berkeley. She received a Certificate in Leadership Principles from Harvard Business School and graduated from the University of California, Santa Barbara, with a BA in Economics and Mathematics.

In her free time, Natalie enjoys hiking in the nearby Marin Headlands and venturing further along the California coast. She is a fan of science fiction novels, true crime documentaries, and Comedians in Cars Getting Coffee. Natalie is based out of our headquarters in Sausalito, CA.