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 strong foundation to her new professional chapter in the financial […]
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, Megan supports the firm’s advisors and plays an integral part […]
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. A Tucson native, Natalie studied education at the University of […]
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 the Northern Arizona University Honors College: a Bachelor of Science […]