Natalie is a Senior Manager in Meaden & Moore’s Personal Tax Advisory Group. With over 20 years of experience working in the areas of individual, stock options, trust, and estate and gift tax, Natalie is skilled in managing the complex tax issues and transactions that her clients encounter when making financial and business decisions.
Natalie works closely with her client’s investment advisors to formulate and execute a financial plan that takes advantage of the best tax savings strategies available. This approach offers clients the resource to couple their financial and investment decisions with their tax planning. Natalie attends to the needs of her clients with the high level of service and attention one would expect from a trusted advisor.
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