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  2. Natalie Shipp

Natalie Shipp

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Natalie Shipp

Financial Advisor

Phone: (832) 369-9437
E-mail: natalie.shipp@imgfinancialgroup.com

   

Specialties:

Financial Planning
Investments
Insurance

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Natalie graduated from Auburn University in 2010 with a Bachelor’s degree in Finance and Accounting and continued her education with a Master’s in Accounting from Sam Houston State University in 2012.

Natalie became a Financial Advisor with IMG Financial Group after beginning her career in tax services. She started at PriceWaterhouseCoopers in 2012, focusing on international partnerships in the private equity sector. She then worked at a global consulting firm, Alvarez & Marsal, advising clients on federal and state income tax matters. Natalie’s concentration at Alvarez was federal tax planning, compliance, and provision for both private and public companies in an array of industries.

As her career progressed, Natalie developed a strong desire to provide personal financial advisory services to her clients. Natalie’s background in tax allows her to apply her unique skillset to help her clients in their financial needs, including investments, retirement solutions, education funding strategies, and financial strategies, among others. Her time in public accounting taught her how to add value to each client she serves by putting her client’s interest as her main priority.

Natalie grew up in Conroe, Texas and attended St. Pius X High School in Houston. Natalie currently resides in the Heights area with her husband, Stephan Shipp, who is a CPA and Tax Manager for EEPB PC. While outside of work, she enjoys travelling, biking, and watching classic black and white movies.

Natalie holds her FINRA Series 7 and Series 66 Registrations in addition to her Texas Life and Health Insurance Licenses. Natalie is a registered representative and investment advisor representative of Securian Financial Services, Inc.

 

 

 

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4550 Post Oak Place, Suite 125
Houston, Texas
77027 United States

  •  Tel: (713) 622-1150
  •  Fax: (713) 622-3679
  •  leigh.ishee@imgfinancialgroup.com

We have various representatives that are licensed and registered to conduct business in the following states: CA,CO,DC,FL,GA,LA,MD,MI,MO,MS,NM,NV,NY,OH,OR,SC,TN,TX,WA for non-registered and registered insurance products, as well as securities.

IMG Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with IMG Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with IMG Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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