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Sun, Mar 13

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Online Event-Zoom

Moving Forward In Your Money Journey

Financial Advisor, Natalie Shipp joins Widows in Motion on March 13, 2022 at 7:30pm(EST) to review financial tips through widowhood.

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Moving Forward In Your Money Journey
Moving Forward In Your Money Journey

Time & Location

Mar 13, 2022, 7:30 PM – 9:00 PM EDT

Online Event-Zoom

Guests

About the Event

Natalie graduated from Auburn University in 2010 with a Bachelor’s degree in Finance

and Accounting and continued her education with a Master’s in Accounting from Sam

Houston State University in 2012.

Natalie became a Financial Advisor with IMG Financial Group after beginning her career

in tax services. She started at PriceWaterhouseCoopers in 2012, focusing on

international partnerships in the private equity sector. She then worked at a global

consulting firm, Alvarez & Marsal, advising clients on federal and state income tax

matters. Natalie’s concentration at Alvarez was federal tax planning, compliance, and

provision for both private and public companies in an array of industries.

As her career progressed, Natalie developed a strong desire to provide personal

financial advisory services to her clients. Natalie’s background in tax allows her to apply

her unique skill set to help her clients in their financial needs, including financial

planning, investments, insurance solutions, social security, etc. Her time in public

accounting taught her how to add value to each client she serves by putting her client’s

interest as her main priority.

Natalie’s practice now focuses on working with widows, divorcees, and families seeking

a holistic approach to their finances. She enjoys educating her clients and helping them

to understand how to make solid decisions for their future, knowing that financial plans

are just as unique as the people they’re built for.

Natalie grew up in Conroe, Texas, and attended St. Pius X High School in Houston.

Natalie currently resides in the Heights area with her husband, Stephan Shipp, CPA.

While outside of work, she enjoys traveling, biking, and watching classic black and

white movies.

Natalie holds her FINRA Series 7 and Series 66 Registrations in addition to her Texas

Life and Health Insurance Licenses. Natalie is a registered representative and

investment advisor representative of Securian Financial Services, Inc.

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