Natalie Lomas

Director of Operations
Natalie Prof headshot.jpg

Natalie holds the title of Director of Operations. She is a strategic partner and liaison to all departments, providing leadership and operational oversight. Natalie also works in close coordination with our custodian, TD Ameritrade, and the elite service team.

Natalie graduated from Texas Tech University and moved to Dallas to pursue management and human resources with a focus on relationship management. She loves spending time with her husband, Chris and their fur babies; dog, Lou and cat, Alan.  She and Chris enjoy spending time outdoors, traveling to the mountains and cheering on their favorite sports teams.