Natalie Shannon, CFP®


Team Member

Ph: 248.218.1352

Natalie assists in the day to day operations of the Case Management department. Her responsibilities include preparing investment portfolios, running proposals through multiple financial planning and investment tools, and tracking business using KMG’s tracking tools. Natalie has acquired her Bachelor’s Degree from Michigan State University. She has worked in money management for several years. In her spare time, Natalie enjoys playing guitar, kayaking, and rooting for her sports teams.

We understand that each practice is unique. Advisors have different preferences and personalities - some advisors need an accountability partner, while others need a systems expert. Some advisors just want someone who they can bounce ideas off of, while other advisors want someone to come in and completely manage their day-to-day operation. That is why we have coaches from all different backgrounds representing a broad array of coaching styles and of expertise including: personnel management, business strategy, financial plan operations, technology, acquisitions and mergers, and more.

At the Core of Each Service is a Relationship Built On Trust

Meet Our Team