Sun, Mar 13|
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.
Time & Location
Mar 13, 2022, 7:30 PM – 9:00 PM EDT
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
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.