Gain a Competitive Edge: Real-Time Client Spending Insights for Advisors with Monarch Money

Derek Bruner, Relationship and Partnership Manager. Derek has a passion for building connections and fostering lasting relationships through personalized conversations and learning.  Derek provides support to our professional users and leads the charge on partnership opportunities in that area. He has worked in the fintech space for a number of different startups for over five years.

Natalie Taylor is a Certified Financial Planner™ and Behavioral Financial Advisor™ who is focused on helping people build financial resilience and make great decisions with their money. After eight years in private practice, Natalie joined LearnVest, a fintech startup on a mission to make financial planning affordable and accessible to the masses, where she helped build a first-of-its-kind digitally forward RIA which grew to over 14,000 clients in 6 years. She’s consulted for companies like SoFi, Ellevest, LearnLux and Monarch Money, and continues to serve as a company advisor for companies she’s passionate about in the fintech space. More recently, Natalie launched her own financial planning firm, The Goodland Group, in 2020 where she and her team help mid-career tech professionals with young families and substantial equity compensation.