As your Investment Advisor Associate, my job is to understand your personal financial situation and help determine how your choices impact your long-term financial success. Together, we can build a plan to move you towards your financial goals, one that is tailored to your personal needs and targets what is most important to you.

By partnering with Natalie Berning, Financial Advisor at Lake Oswego branch, we provide outstanding service to clients across the financial spectrum. Whether you are just starting out as a new investor or a seasoned market enthusiast, we are here to help you on the path to success with exceptional member service at the heart of everything we do.

Outside of work, my family and I love to spend time together, volunteering, reading, creating art, hiking, and traveling. Financial industry licenses: Series 7, Series 66 and Oregon Resident State Life and Health Insurance.