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.
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.