Kathy Natal

Kathy Natal

Registered Service Representative

Kathy Natal has been with the firm since 2004. She holds a FINRA Series 7 securities registration and is a licensed life and health agent. Kathy handles the administration of 401(k) plans, including enrollments, scheduling, and reporting for reviews. Kathy also conducts securities trades on behalf of the advisors as well as assisting with marketing and sales for the firm.

Kathy provides service to the community through her membership in the Zonta Club of Findlay. She has been a part of the club since 1993. She also serves as a member of the planning committee for the Alzheimer's Association Walk of Findlay. She lives in Findlay with her husband, Pete. Kathy and Pete are avid music fans and enjoy many different genres of music.

When working along with one of our advisors, Kathy's niche is helping business owners who want to implement new 401(k) plans for their employees or to have their current plans reviewed.