Natalie Hodak, MBA

As President, Natalie strives to achieve high-level performance measures through efficient internal management. She works alongside the leadership team to refine and oversee the execution of our business goals and strategy.

Natalie believes that advisors should have the best infrastructure and support to serve their clients, and her unique role in the organization allows her the power to collaborate with leadership, advisors, and staff in order to achieve just that. Natalie also welcomes any opportunity to support and empower other women in the industry to advance their advisory roles and develop their careers.

Natalie is an Elizabethtown College graduate with a Bachelor of Science in International Business – Finance and a minor in Spanish. She received her MBA from Temple University’s Fox School of Business in 2011. Natalie  holds a PA Insurance License, FINRA Series 7 and 66 registrations*, and is a Supervising Principal at Legacy Planning, a HUB International Company.

Natalie’s strong relationship building skills, coupled with a get-things-done mentality and strategic thinking skills, allow her to help everyone make better decisions, together.

*Series 7 securities registration held through LPL Financial and series 66 registration held through