Natalie Shannon, CFP®


Team Member

Ph: 248.218.1352

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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.