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 Wealth Advisors 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

She is president of the Tulsa Chapter Board of the Oklahoma State University Alumni Association, fan of the Oklahoma State Cowboys, mom of two girls and a Peloton^® rider.