Last week, we quickly introduced Natalia Madera, but we wanted you to know a little bit more about her. Check out her bio below which is now also available on KahlerFinancial.com.
Natalia Madera, AAMS
Natalia Madera joined Kahler Financial Group in February 2019 as our Client Service Specialist. She holds a bachelor’s degree in International Business from Rollins College and holds the Accredited Asset Management Specialist (AAMS) accreditation. She began her career at a national brokerage firm which allowed Natalia the opportunity to expand her knowledge of financial services and financial planning while excelling in client services.
Born and raised in Orlando, Florida, Natalia enjoys relaxing by the pool or finding any excuse to plan a magical trip to Disneyworld. Being a military spouse, Natalia enjoys spending her weekends exploring the wonders of the Black Hills or cooking and baking for her husband and son.
What Natalia Does All Day
As a Client Service Specialist, my daily tasks revolve around our clients. I am here to address any questions or concerns clients may have and to help facilitate the execution of the plans laid out by our Certified Financial Planners. This may include the opening of new accounts, transferring of existing accounts, setting up distribution requests and so much more.
If I’m not working on client requests, I spend my time proactively requesting client feedback and performing appointment scheduling. I also follow up with various institutions that we partner with to ensure requests are being completed accurately and in a timely fashion.