Natalee Hojara

Client Service Associate

Natalee Story

Natalee joined the Arcadia Capital team in 2023. Her journey in the financial services sector began over three decades ago, marked by her commitment to helping individuals and businesses navigate the complexities of lending and mortgage financing. Over the course of her career, she has amassed a wealth of knowledge and expertise, with 14 years specifically dedicated to mortgages.

In her role as a Client Service Associate, Natalee serves as an advocate for clients, her deep understanding of banking practices allows her to offer invaluable guidance, helping clients make informed decisions. Some of her responsibilities include:

  • Assisting clients with all new business, including account applications, trade orders, transfers, and 401(k) rollovers.
  • Handling client requests, questions, and concerns.
  • Completing account transactions and paperwork.
  • Generating client reports for our advisors, including asset allocation reports, portfolio performance reports and updated financial planning documents.

Natalee stands as a seasoned professional, dedicated to making a positive impact in the lives of those she serves.

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