A recent graduate of University of Pennsylvania and currently enrolled at University of Washington School of Medicine, Natalie is our Project Coordinator here at Balcom Investments. Natalie coordinates projects behind the scenes, onboarding of new clients, helping clients go paperless, and marketing projects. She studied Biological Basis of Behavior and Healthcare Management through Wharton. With two parents owning financial firms (yes, Chantal is her mom!), this industry is second nature to her. She has known what 529 plans and Roth IRAs are from the young age of five! Natalie can often be found somewhere on the water, either wakeboarding, paddleboarding, or cruising the Pacific Northwest waterways. In the winter, she is an avid snow skier and loves to head up to the mountains on the weekend.