Our Team
Meet the Financial Advisors in Tucson AZ Who Put People First
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
Trivera combines the responsiveness and personal attention of a boutique firm with access to the experience and perspective of an accomplished Business Advisory Council.
The council is made up of respected professionals with diverse backgrounds in business, leadership, entrepreneurship, finance, community development, and organizational strategy. Their collective perspective helps Trivera remain informed about the issues that may affect successful individuals, families, and business owners. These perspectives may include economic trends, business growth, succession planning, leadership challenges, organizational change, and the evolving needs of clients with complex financial lives.
The council does not replace the personalized guidance clients receive from their Trivera advisor. It strengthens the firm’s broader understanding of the environments in which clients are making decisions. This structure allows Trivera to deliver deeply personal service while benefiting from the strategic perspectives often associated with much larger organizations.
James Smith
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Jamie Smith
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