Natasha has nearly a decade of experience in the industry and brings a wealth of knowledge gained from roles at Morgan Stanley, Personal Capital, and a local hedge fund. A proud alumna of the University of Denver with a BSBA in Finance, Natasha excels in client service and navigating the complexities of the financial landscape.
Beyond her professional achievements, Natasha is an avid fly fishing enthusiast, showcasing her adventurous spirit. Natasha’s approach reflects a unique blend of financial expertise and a commitment to excellence, making a lasting impact on both the team and the clients she serves at IWP.
She holds her Series 65 License.