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Natalie Lomas

Partner, Chief Operating Officer

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Natalie holds the title of Chief Operating Officer. She is a strategic partner and liaison to all departments, providing leadership and operational oversight. Natalie works in close coordination with our advisers and their clients, as well as with our custodian, Charles Schwab, and our designated elite service team.

Natalie graduated from Texas Tech University and moved on to pursue human resources with a focus on relationship management.  She and her husband Chris enjoy spending time outdoors, traveling, and cheering on their favorite sports teams. 

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