Professional

Natallia is a financial expert with an impressive academic background. Graduating summa cum laude in 2010 from Old Dominion University with a Bachelor of Science degree in Finance, she consistently ranked in the top 4% of her class. Her passion for finance ignited her remarkable career.

In 2010, Natallia joined Northwestern Mutual, progressing quickly to become a Field Director. She holds Series 7, 6, and 65 registrations and is a CERTIFIED FINANCIAL PLANNER™ certificant and a Retirement Income Certified Professional (RICP).

A CERTIFIED FINANCIAL PLANNER™ professional with a special focus on crafting comprehensive financial plans that are finely tuned to each client's distinct goals.

Natallia’s personal journey as a Military spouse possesses a unique perspective and in-depth knowledge of Military Benefits. This insight allows her to specialize in financial planning for military families that has transitioned to the corporate world, aiding them with tools that helps to enhance their financial plans.

Beyond her work with military families, Natallia directs her attention to closely held business owners and affluent families. She excels in addressing intricate succession concerns, guiding her clients through the complex terrain of long-term financial planning.

Natallia also extends her expertise to those in retirement or approaching it. She aids them in navigating the intricate landscape of distribution strategies, maximizing opportunities, and employing tax-efficient strategies. 

One of Natallia's key strengths lies in her ability to bring together a team of professionals to  help enhance her clients' financial planning experience. She collaborates closely with her clients' CPAs and Attorneys to help ensure a comprehensive and efficient approach to their financial well-being.

Natallia's dedication, qualifications, and unique approach make her a valuable asset for her clients' financial futures.

The Honor Foundation and The Ornelas Family

Personal

Natallia Ornelas embarked on a remarkable journey when she arrived in the United States in 2005 as a devoted military wife, her husband, Frank, having honorably served as a Navy SEAL for 30 years. Her dedication to her family and her passion for contributing to her community are at the core of her life.

Deeply committed to the military community, Natallia serves as an ambassador for The Honor Foundation, an organization dedicated to aiding Navy SEALs and Special Forces in their transition to the civilian world. Her tireless efforts and unwavering support make her an invaluable advocate for those who have served.

In her cherished moments of leisure, Natallia finds joy in the accomplishments of her two wonderful children, Milana and Matthew, as they excel in sports. Her loving husband, Frank, shares in these moments of pride, and their household is further enriched by the presence of their sweet dogs, Copper and Weston.

Natallia is not only a dedicated family woman but also an accomplished vocalist, sharing her love for music through her melodious voice. Her love for singing allows her to express her creativity and connect with others through the power of music.

Additionally, Natallia is an avid traveler, creating cherished memories with her family and friends across the globe. She continuously seeks opportunities to broaden her horizons, both personally and professionally, by embracing new experiences and learning something new every day. Her zest for life and dedication to her family, community, and personal growth make Natallia a remarkable individual with a genuine passion for making a positive impact in the world.

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

The Honor Foundation

The Honor Foundation (THF) is a career transition program for U.S. Special Operations Forces that effectively translates their elite military service to the private sector and helps create the next generation of corporate and community leaders. We provide a clear process for professional development and a diverse ecosystem of world class support and technology. Every step is dedicated to preparing these outstanding men and women to continue to realize their maximum potential during and after their service career.

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Association Of Financial Educators

AFE is a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more. Our members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being. Established in 2008 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies of all sizes and in all market sectors throughout North America. Our members generously donate their time and knowledge and are bound by a rigorous Code of Conduct that demands transparency, accountability and integrity.

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Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

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Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

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Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline