Natalie Shearer’s mission as a financial advisor is to help those around her. As a former intern at Renaissance Financial, she witnessed firsthand the dedication of the firm’s financial professionals to each of their clients. She knew she had found a perfect match with Renaissance Financial due to the firm’s collaborative culture and its mission to help each client find financial freedom. Natalie enjoys working with all clients but is excited to assist young singles and couples to increase their financial literacy in hopes to decrease their stress about their financial future. She is also excited to work with those nearing retirement to bring a new perspective and help them achieve a financial sense of security.
During her internship at Renaissance Financial, Natalie engaged in Monday Morning training to further her knowledge of products and marketing and participated in case studies where she and her fellow interns created financial strategies and investment portfolios. She graduated from the University of Iowa with a Bachelor of Business Administration in Finance. Natalie also holds her FINRA Series 7 and 66 registrations, as well as her Life and Health Insurance Agent license.
Natalie was born and raised in Glenwood, Iowa which is very close to the Omaha Metro area, where she currently lives. She is involved with the local chapter of the Alzheimer’s Association, an organization that is leading the way to end Alzheimer’s and all other dementia. Natalie is also an avid Iowa Basketball fan.
Natalie Shearer is a Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.