Financial Designs Ltd.
Natasha V. has a diverse work experience in various fields. Natasha began their career in 2005 as a Program Manager at Colorado Youth at Risk, where they worked until 2011. During this time, they also served as an Americorp Promise Fellow, specifically with Colorado Youth at Risk. In 2009, Natasha worked as a Contractor at Critical Mass Leadership Education, Inc. Since 2011, they have held the role of Vice President, Underwriting at Financial Designs Ltd. It is important to note that Natasha's current role at Financial Designs Ltd. is affiliated with M Holdings Securities, Inc., a registered Broker/Dealer and a member of FINRA/SIPC.
Natasha V. has a Master of Arts (M.A.) degree in Counseling from Regis University, which they completed from 2012 to 2016. Prior to that, they obtained a Bachelor of Science degree in Human Services/Counseling and Mental Health from Metropolitan State University of Denver in 2005. There is also evidence of their obtaining a Bachelor's degree in Mental Health Counseling/Counselor from Metropolitan State University of Denver and a Master's degree in Mental Health Counseling/Counselor from Regis University, although the specific dates are unknown.
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Financial Designs Ltd.
Financial Designs Ltd. (FDL) was founded in 1970 and is one of the country's leading specialty insurance advisory firms. We focus on wealth transfer planning for families of multi-generational wealth and executive benefits and business planning for owners and key employees of large, privately held and public companies. We bring a high level of expertise and a collaborative team approach to meeting clients' needs, many of whom we've served since our founding more than 40 years ago. We utilize our expertise to navigate the ever-changing tax and regulatory environment, while delivering innovative, cost-effective financial solutions to our clients. As a leading Member Firm of M Financial Group, we offer institutionally priced insurance products that are unavailable through the traditional retail or brokerage channel. Financial Designs' spirit of giving back to the community is shown by annually supporting more than 50 charitable organizations. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success Securities Offered through M Holdings Securities, Inc., A Registered Broker/Dealer. Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated.