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Natalie Jacobson

Client Service Associate

As a client service associate, I support our clients in a wide variety of services including scheduling, billing, client account maintenance and supporting Jared and Echo in client documents organization by using our firm’s paperless system.  I enjoy getting to know the clients and what their passions are in life. What motivates me is seeing growth and change for the benefit of the clients and for the firm, as well.   

I received my Associate in Arts Degree from Riverland Community College in May 2017. Prior to joining the Echo Wealth Management team in January of 2020, I worked at Re/Max Advantage Plus and gained skills and experience that will serve me well in this new role. What appeals to me most about Echo Wealth Management is the commitment to making our clients our first priority and ensuring they have a personalized financial plan before implementing strategies.

Originally growing up in the south and briefly living in Minnesota at a young age, I quickly developed an admiration for the scenery of the lakes and country roads, which lead me to later move back to Minnesota. I live an active lifestyle where I enjoy working out and biking on numerous trails during the summer. In addition, I love checking out new restaurant spots that have a laid-back and nostalgic atmosphere with my friends and family.

Education & Certifications

  • Associate of Arts Degree from Riverland Community College, 2017

Board & Community Involvement

  • Participated in Family, Career and Community Leaders of America (FCCLA)
  • Volunteer work at American Red Cross, 2013

Interests

  • Exploring new coffee shops
  • Time with family and friends
  • Reading and writing short stories
  • Spending time with animals
  • Listening to new and different types of music

3033 Campus Drive, Suite N145
Plymouth, MN 55441

Contact

  • Phone:

    763.432.7875

  • E-Mail:

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