Meet Natalie

Heidi Sandate

Director of Client Experience

Heidi received a Bachelor of Arts in Marketing at the University of Iowa.  She previously worked in the hospitality industry as the Directory of Sales and Marketing.  Heidi lives in Atlanta with her husband and 3 children.

Julie Erickson

Director of Operations and Management

(404) 954-1133

Julie graduated from the University of South Carolina with a Bachelor of Arts in Elementary Education and from Barat College at DePaul University with a Master of Arts in Technology and Education.  She currently lives in Atlanta, Georgia with her husband, 3 boys and goldendoodle, Rufus.

Natalie Schmook

(404) 954-1133

Natalie Hayes Schmook, MBA, Certified Financial Planner™, Certified Valuation Analyst™ is the founder and owner of Hayes Wealth Advisors LLC, a comprehensive, fee only Financial Planning, Practice Valuation and Investment Management service for practice owners, employed optometrists and their families.

Natalie started her career in the Private Wealth Management division of SunTrust Bank in 2006 and earned her Certified Financial Planner™ designation in 2009. During her tenure at SunTrust, Natalie had the privilege to be the advisor for hundreds of high net worth clients across the country with assets ranging from $250,000 to $25 Million. She is now ready to put her experience and expertise to work for you and your family.

An active mother, wife and business owner, Natalie graduated with Honors from Rollins College in Winter Park, FL with a BS in International Business and also earned her Masters of Business Administration there. She and her husband Eric live in Atlanta, Georgia with their two fun, spunky little girls. They enjoy volunteering and playing league tennis in their free time.