Natalie Shipp
Associate Vice President | Wealth Manager
Natalie is a Houston native who has built her practice supporting widows and their families during one of life’s most overwhelming transitions. She helps clients cut through confusion, untangle complex decisions, understand their options, and take the next right steps with confidence.
Her work focuses on estate administration and thoughtful financial planning, including investment management and insurance, always with an emphasis on education, simplicity, and doing what truly serves the client. Natalie believes good financial guidance should feel reassuring, not intimidating, and she takes pride in being a steady presence her clients can trust.
Natalie graduated from St. Pius X High School and holds a B.S. in Accounting and Finance from Auburn University, an M.S. in Accounting from Sam Houston State University, and a Certificate in Financial Planning from The University of Texas at Austin. She is a licensed financial professional with Series 7 and Series 66 registrations, along with insurance licenses across multiple lines.
Outside of her practice, Natalie is actively involved in the Houston community through the Junior League of Houston and Bo’s Place, a grief support center for individuals and families. When she’s not working, she enjoys meaningful travel, time outdoors, and life at home in the Heights with her husband, Stephan, and their beloved orange tabby cat, Franklin.