Accredited Investors Wealth Management®
Natalie Kirby has extensive experience in administrative and client-facing roles across various sectors. Currently serving as a Scheduling Coordinator at Accredited Investors Wealth Management® since October 2018, Natalie contributes to crafting personalized wealth management strategies for clients. Prior to this, Natalie was a Patient Relationship Coordinator at Orthology Inc and operated a photography business from 2010 to 2017. Earlier career roles include Executive Administrative Assistant at the Sara Lee Foundation and Administrative Assistant Office Manager at Sara Lee Corporation. Natalie's professional journey began with an Executive Assistant position at Arthur Andersen. Educational background includes studies at Fox College Inc.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures