My name is Natalie Sullivan, Owner of Finance Concierge, LLC.
I created this company to help people organize their finances. In the 16 years that I worked at Charles Schwab, I saw the importance of financial organization. This includes planning your estate, consolidating assets, re-titling accounts, setting up automatic BillPay, and simply understanding what and where everything is.
Organizing financial tasks can be overwhelming, especially if you've lost a loved one who handled all the finances. It was sad for me to see people struggle with their finances while mourning their loved one that they had just lost. Finance Concierge is here to help eliminate those financial burdens and help relieve the stress when it comes to understanding finances.
On a personal note, I have lived in Las Vegas for over 30 years and I am married to a wonderful man and have 3 amazing children, as well as awesome dogs! In addition to my 22 years of financial experience, I have a MBA and speak Spanish and German fluently.
I look forward to working with you!
"I prepare you to be prepared"
