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Natalie Irwin, Operations Manager, Financial Advisors

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Natalie has a vast experience as an event coordinator, executive assistant and office management, guest services, public relations, including event planning, HR, social media marketing and communications. On a daily basis Natalie manages LGT-FA’s software systems, compliance, and administrative duties. She supports advisors in many ways including, communicating to clients, creating and generating client specific reports, as well as servicing all client requests.

Blog Post by Natalie Irwin, Operations Manager, Financial Advisors

Natalie Irwin, Operations Manager, Financial Advisors5 min read

Planning for the Future: The Importance of Education Savings

Investing in your family’s future can look vastly different from person to person ...
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Natalie Irwin, Operations Manager, Financial Advisors6 min read

The Complexities of Estate Planning and your Legacy

Talking to your family or trusted friends about what happens after you pass away can ...
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Natalie Irwin, Operations Manager, Financial Advisors2 min read

Why You May Need a Financial Advisor

In today’s climate of uncertainty, it is never too late to build a plan for success. ...
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Natalie Irwin, Operations Manager, Financial Advisors3 min read

Savings 101: Pay Yourself First

When payday comes, where does your money go? A good rule of thumb is to pay yourself ...
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