Natalie supports Heritage’s commitment to operational excellence by ensuring accuracy, consistency, and care in every aspect of the client experience. She takes pride in building trusted relationships and helping clients feel confident that their financial details are handled with precision and attention.

Natalie brings more than 30 years of experience in private banking and wealth management to her role, where she continues to deepen her expertise and passion for serving clients.

She holds an Associate of Science degree from Richard Bland College and a Bachelor of Principles & Methods of Language Education degree from the United States Institute of Language and Clerical Studies.

Deeply engaged in her community, Natalie volunteers as a teacher of Bible education. Outside of work, she enjoys gardening, spending time outdoors, and making the most of Virginia life with her husband.