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Natasha is the founder and owner of Sunstone Wealth Management, and lead wealth advisor with Raymond James Financial Services. She truly cares about people and helping them reach their upmost wealth potential. She strives to provide a quality level of service and personal attention to each client and situation. Over the last decade, she has worked with clients and their professionals to create comprehensive wealth plans that are designed specifically for their distinctive situation and complex needs. “My goal is to create investment strategies that leaves each of our clients feeling confident and comfortable,” Natasha says.
Natasha believes communication is the foundation of a trusted relationship and prioritizes both regularly scheduled connections and being there when needs arise. She knows life happens, and she will be there to adapt and guide you along the right path. Natasha adheres to a higher standard, maintaining the CERTIFIED FINANCIAL PLANNER® certification and Accredited Asset Management Specialist™ designation. “I am committed to continuous industry education to ensure my team and clients are well informed.”
Previously in her career, Natasha was a financial advisor with Edward Jones for eight years, where she held numerous leadership roles. She earned her bachelor’s degree in finance from the Henry B Tippie College of business from the University of Iowa. She also studied international business and finance in Italy.
Natasha resides in the beautiful state of Arizona with her husband, Jake and their four children Isabella, Mila, Wyatt and Remington. She cherishes quality family time. “My husband and I are blessed to provide our children a life of adventure and education.” They travel in their RV exploring the beautiful places our country has to offer.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Physical Address:
36600 North Pima Road, Suite 104
Carefree, AZ 85377
USPS Mailing Address:
P.O. Box 797
Carefree, AZ 85377
Kendrick Wealth Management, Gilberg Private Wealth, Sunstone Wealth Management and Larsen Wealth Management are separately owned and operated and not independently registered as a broker-dealer or investment adviser.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP 
in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Kendrick Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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