Our Team
Wealth Managers Focused on Your Goals, Your Plan, and Your Definition of Wealth
Trivera Team & Leadership
Natalie Fernandez
Natalie Fernandez is the founder and the heart and mind behind Trivera Wealth Management. With more than 30 years of experience in the financial services industry, she has built her career around helping people make informed decisions and feel more confident about their financial futures.[…]
Jake Blumenthal
Jake Blumenthal is a Wealth Management Advisor at Trivera Wealth Management, where he combines a strong foundation in finance and economics with a passion for market research, investment strategy, and helping clients make informed financial decisions. A Tucson native, Jake earned two bachelor’s degrees from[…]
Megan Grotkier
Megan joined Natalie’s team in June 2022 and serves as the firm’s (title). Before beginning her career in wealth management, she spent several years in the automotive industry as a collision estimator, where she developed strong organizational, communication, and client service skills. In her role,[…]
Kelly Tesi
Kelly joined Trivera Wealth Management at its foundation as an Executive Assistant. Prior to Trivera, Kelly proudly built a 25-year career in the luxury salon and spa industry where she specialized in skincare and client service. Her experience cultivating long-term client relationships serves as a[…]
Business Advisory Council
Boutique Service Strengthened by Broader Business Insight
As Trivera continues to grow and our impact in the community expands, I’ve assembled a Business Advisory Council – a group of accomplished individuals across a diverse range of professions whom I know well, respect deeply, and trust. They are not employees, agents, or representatives of Trivera Wealth Management, do not receive financial compensation for serving on the council, and have no fiduciary role or involvement in client accounts or the management of money. Their purpose is simple: to serve as a resource to me as a business owner, not as a wealth manager, offering outside perspective and counsel as I lead and grow this firm.
Each person on this council was chosen thoughtfully, not by chance. These are individuals who have built their own success and reputations in their respective fields, people I’ve come to know over the years, in business and in life. As Trivera continues to grow, I know I’ll lean on their insight and perspective along the way.
Below, you’ll find the individuals who make up our Business Advisory Council.