Natalia joined the Mackie/Lowe PWM team in December 2021 as an Administrative Assistant. Natalia works alongside the team to enhance client experiences by providing exceptional administrative support to the team and our clients. She strives for excellence by always providing the highest quality of service towards your financial planning needs.

Natalia will specifically focus on:

• Responding to your communications openly and directly.
• Coordinating client meetings and requests.
• Updating our database to ensure all client information is recorded correctly.
• Processing business and client-related requests such as client updates, account changes, etc.
• Preparing, finalizing, and distributing financial planning-related documents for annual review meetings.