Natalie joined Briaud Financial Advisors in 2007 as an Investment Analyst. After completing her CFP®, she expanded her role to that of Financial Advisor, including both financial planning and wealth management. Natalie became a partner in the firm in 2011. In addition to her role as advisor, she manages the day to day operations and works tirelessly to assure the best possible client experience. Over time, Natalie has developed extensive expertise in estate planning, tax avoidance, business valuation and Medicare.

Before joining Briaud Financial Advisors, Natalie worked for New York-based distressed debt hedge fund Davidson Kempner in London. Before joining Davidson Kempner, Natalie spent two years with Goldman Sachs in London working in the Mergers and Acquisitions department analyzing companies and opportunities for these companies in the debt, equity or leveraged buyout markets.

Natalie has a Bachelor of Arts in Managerial Studies, Economics, and Electrical Engineering from Rice University.

As an active member of the local community, Natalie has served on many non-profit boards including positions as the President of the Brazos Valley Rehabilitation Center Board, Treasurer of the Prenatal Clinic Board and OPAS Encore Board, and Community Vice President of the Junior League of BCS.

Her personal interests include spending time with her husband Roger Pine and two sons, Ryland and Royce, as well as playing tennis and soccer. On occasion, you may even find Natalie at a CrossFit competition. In her younger years, Natalie was a national tennis player and played for the varsity team at Rice University.

Firm Description

For families with one or more persons with special needs, the financial planning landscape can be overwhelming. We know from experience how challenging the day-to-day can be for these families, so we specialize in aligning family finances with available resources to help ensure that each family member has the care they need and their financial well-being is being protected.

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