Natalie is a graduate of Texas Woman’s University. She has over 25 years’ experience in financial services and began her career as a Finance Specialist in the United States Army. She has been with Extraco Wealth and Trust since 2001 and enjoys building long-term relationships with clients. She has served as a Court Appointed Special Advocate (CASA) for Bell/Coryell counties, where she advocated for a child in the Texas foster care system. She lives in Temple with her husband Robert, and enjoys spending time with their three children and traveling.
- Guardianship Services
- Special Needs/Court Trusts
- Asset Management
- Estate Planning & Administration
- Legacy & Wealth Transfer
- Trust Planning & Administration