Manager of Business Operations
Natalie Morris has more than 21 years of experience in the fields of customer service and management. She began her career as an Administrative Assistant in 2001 under the guidance of Roger Puls of Puls & Associates. Throughout Natalie’s career she gained extensive experience in project management, office management, client servicing, and operations.
Christopher Beaulieu stepped into Roger’s shoes when he retired at the end of 2018. Natalie continued to evolve and conquer new responsibilities eager to assist Chris with the growth of his company, Blue Money Strategy Inc. When Chris passed away in early 2020, Steven Franzen, and friend of Chris, welcomed Natalie to join Vertex Accounting Partners as Manager of Business Operations. She is dedicated to her clients and values the relationship that she has with them.
Natalie, her husband, dog and cat currently reside in Mundelein, IL. She enjoys painting, entertaining and the great outdoors on her free time and loves to escape down to Florida where she and her husband plan to retire.