Natalie Haggard, CFP^®

Designations and licenses

Natalie is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Natalie provides financial advice and solutions for executives of public and private companies, retirees, business owners and families to help them reach their goals. She began her career in finance at Adams Hall, working in a variety positions, including operations, communications, marketing, client service associate and wealth advisor. Mariner acquired Adams Hall.

Natalie has a bachelor’s degree in journalism and public relations and a master’s degree in business administration, both from Oklahoma State University.

Personal interests

Natalie is the mother of two girls, a fan of the Oklahoma State Cowboys, a Peloton® rider and the former president of the Tulsa Chapter Board of the Oklahoma State University Alumni Association.

Natalie’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.