Natalie Pine, CFP®
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.
Natalie Pine, CFP®'s Latest Blog Posts
How to Keep Up with Rising Tuition Costs?
August 3, 2020
In the fall of 1995, tuition and fees at Texas A&M were less than $2,750/year for a full course load. Fast-forward 25 years and that number has risen more than 10-fold since then. That calculates to a year-over-year increase of almost 10%. At Rice University (Natalie’s alma mater), tuition increased from around $15,000 to more […]
Required Minimum Distribution Suspension: What it Means
July 27, 2020
In a recent post, we covered the CARES Act and how that impacts taxpayers in 2020. In this article, we want to do a deep dive into one of the most significant tax benefits for the retirees, the suspension of Required Minimum Distributions (RMD) in 2020. For those over 70 ½ and retired (the Secure Act […]
Take Note of These CARES Act Deadlines Coming Soon
July 6, 2020
Not only have we seen tremendous activity in markets across the world, but we have also seen lots of activity from Congress. Lawmakers passed the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) in late March 2020 to help businesses and individuals deal with the economic impact of the pandemic, and they have been […]