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Julie R. Bates
Shaun M. Crawley
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Natalie Barber, CFP®

LPL Financial Planner

Specialties: Comprehensive Financial Planning, Wealth Management, Estate Planning, Young Professionals, Investment Management, Planning for Couples, Life Transitions

Our world is moving at a faster pace than ever, and with that comes more information, more options and more items on your ever growing to-do list. It’s becoming almost impossible to keep track of it all. As a financial planner with Delta Community Retirement & Investment Services, I’m here to help you organize and make sense of one of the key pieces of your day to day life, your financial well-being. I took an introductory course in financial planning while I was in college that showed me how significant a role financial decisions play in our daily lives. From paying down debts and establishing a budget, to buying a home and shopping insurance rates, to investing for retirement and a college education for your children and ensuring that your loved ones are provided for through estate planning, our financial lives impact virtually everything that we do. Recognizing this led me to obtain my bachelor’s degree in financial planning and become a CERTIFIED FINANCIAL PLANNERTM.

Over my six years in this field, I have had the opportunity to provide comprehensive financial planning to corporate executives, present seminars to employees of Fortune 500 companies, the City of Atlanta, and now I provide financial guidance and counsel to the members of Delta Community Credit Union. My passion is helping members fully understand their overall finances and alleviating the stress that can come with managing and maintaining a personal financial plan. I’m successful when you feel confident and comfortable in your financial life, with everything in order so you can focus on the people and things that matter most to you.

I am married to my college sweetheart, Matt, and we live in Brookhaven with our two four-legged “kids”, Sullie and Lucy. We enjoy spending time outdoors, discovering new cities and going to sporting events with our friends and family.

Natalie is a CERTIFIED FINANCIAL PLANNERTM.

www.linkedin.com/in/nataliesimonsbarber


Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Delta Community Credit Union deposits and are not NCUA insured. These products are not obligations of Delta Community Credit Union and are not endorsed, recommended or guaranteed by Delta Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

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