Natalie Shafer joined Brown Puckett Vogel, LLC in 2014. She assists in the preparation of Trusts, Wills, and Amendments during our annual Client Update Program. She works with clients on their restatements, ancillaries, and preparation of their asset protection planning to assure that their planning goals are met. She also works with corporate clients, as well as employee benefits.
Natalie also fills the important role of funding coordinator where she is responsible for creating the funding documents and verifications for trusts, trust settlements, and entities for all of our clients.
Natalie has a daughter, Chloe, who attends elementary school. On the weekends, they like to ride their bikes or play board games. In her spare time, she enjoys gardening and reading.