Natalie Painter is the Director of Data Management at Evensky & Katz / Foldes Wealth Management, where she leads the firm’s billing, reporting, and data management functions. With over a decade of experience at the firm, Natalie has become a key figure in optimizing operational systems and maintaining data integrity across all departments. She also oversees both the Data Management and Administration teams, focusing on streamlining workflows, improving internal processes, and supporting strategic decision-making through accurate and efficient data practices. 

Natalie began her career at Evensky & Katz / Foldes in 2011 as a front desk receptionist and steadily advanced through a variety of roles—including Administrative Assistant, Office Administrator, Marketing Coordinator, and Operations Associate. This progression has equipped her with a comprehensive understanding of the firm’s inner workings and a strong foundation in RIA operations. She holds a Bachelor of Science in Hospitality Management from the Rosen College of Hospitality Management at the University of Central Florida and previously worked in the hospitality industry at renowned properties such as the Gaylord Palms Resort and the former Peabody Orlando. 

Known for her deep expertise in operational strategy and her passion for using data to drive firm-wide efficiency, Natalie is committed to continuous improvement and innovation. She is actively engaged in mentoring team members and contributing to a culture of collaboration and accountability. Natalie resides in Homestead, Florida, with her husband, their two children, and two cats. She envisions a future where data plays an even more strategic role in personalized financial planning and client service. Her leadership reflects the core values of Evensky & Katz / Foldes—People, Community, Stewardship, Fiduciary, Trust, and Accountability—and she remains focused on ensuring that every operational touchpoint supports the firm’s mission of delivering exceptional client outcomes.