Natalie Dante

Client Services Specialist

Boise, ID

Department: Client Service

Experience: Administrative assistant since 2020

Education: High School

Natalie provides administrative and client support in many ways while working out of the Boise, Idaho office. She joined the team in October 2024 when Modern Wealth acquired Petso Financial Consultants, LLC.

From an administrative support perspective, Natalie prepares and processes documents, schedules appointments, is responsible for client files and record maintenance. She also provides ongoing service and support to clients, responds to client inquiries, and resolves issues affecting client transactions. Natalie also has previous experience as a case manager for a life insurance brokerage firm.

Natalie is married and has two sons. She enjoys traveling to the Oregon coast, sports (especially football and baseball), puzzles, crafts, crocheting, music, playing instruments with her son, camping, and fishing.

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