Natalie Turner, FPQP™
Questioner · DISC type cAs Partner and COO at Sindrich & Associates, Natalie has over 25 years of experience in finance and operations. She oversees daily operations, compliance, and human resources, leveraging her expertise in wealth management and business planning. She studied Behavioral Science at Metropolitan State University of Denver.
A Colorado native, Natalie is dedicated to her family and also enjoys traveling and immersing herself in a good book. Her work is guided by a passion for helping families map out their financial futures and educating them in an easy-to-understand manner.
She began her 25-year career at the firm as a paraplanner who barely knew what a financial plan was.
Read the full overview →How Natalie shows up
They prefer to analyze every situation thoroughly. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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