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A retired US Dept. of Treasury (IRS) Enrolled Agent (EA), independent insurance agency owner & QuickBooks Pro Advisor and Intuit Service Team Manager, Natasha has over 25 years of experience in financial planning, banking, securities, insurance, real estate investing, property management, sales & marketing, employee development, and adult instruction. She has earned all applicable industry insurance, real estate, and securities licenses, has a proven track record in sales, and managed multiple family businesses.
Natasha has made many connections through teaching courses to industry colleagues and pre-licensing candidates. She has also consulted hundreds of small business owners, investors & millionaires to protect and improve their companies and personal wealth. By sharing her real-world knowledge and research she even creates win-win mentoring relationships between successful people and others looking to design or redesign their own careers.
Years after classes, seminars, workshops, consultations and proposals, there is still a perpetual following of students and clients seeking her advice.
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