Natalie was inspired to create a proactive, collaborative, and personable experience for fellow entrepreneurs, closely held businesses, and motivated individuals. She wanted a space for clients and staff that is professional, educated, and experienced, while also incorporating a relaxed, balanced, and non-traditional environment. Boring accountant no more! It is important to Natalie that people are happy and are constantly striving for and reaching their goals.
Natalie not only holds her CPA license, but she holds her real estate license as well, specializing in business sales, purchases, and commercial real property. No need to hire an outside broker to help you with your commercial real estate needs, Natalie can do it all in-house for you. Real estate is a passion of hers, and after experiencing the process of purchasing a business firsthand and seeing what a nightmare the process can be, she wanted to help business owners never have to endure that same experience she had, and wants to help ensure that the sale or purchase is as smooth a process as possible.
Natalie is motivated both in the office and out. Besides spending time running the firm and helping clients achieve their goals, she also continues to chase her own. Natalie works out multiple times a week, enjoys reading business and real estate books, and strives to better herself and her business knowledge every day. She is a native Southern Californian and some of her favorite things are warm sandy beaches, a nice cappuccino, traveling, and her dog, Hefner.