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We know that each client’s journey is unique, so our commitment is to use all of our resources to help you pursue your individual goals.

Client Centered

From managing debt to saving for college to planning for retirement, the challenges individuals, families, and business owners face today can be overwhelming. Shoreline Financial Strategies aims to help you achieve financial success and confidence through personalized, comprehensive financial planning. 

Our team is passionate about helping you navigate the complexities of personal finance. With dedication and personalized attention, we work hard to ensure you receive the highest level of service and guidance.


Our Team

Natalie Hedrick, CFP®

Owner/President

240-372-2969

natalie@shoreline-fs.com

With over 13 years of experience, Natalie has developed an approach that focuses on helping clients identify and prioritize their financial goals, in order to deliver solutions that address their specific needs. She works primarily...
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Madison Hedrick

New Business Specialist

301-520-4252

madison@shoreline-fs.com

Madison has been a trusted person in the business and financial services world since 2020. She is the go-to for just about everything client-related! Madison is responsible for new client onboarding and marketing initiatives. As the...
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Resource Partners

We have access to dedicated teams of professionals who help us deliver the best service possible. Meet our resource partners who support us in meeting your needs.

Advanced Sales Support

Penn Mutual’s Advanced Sales Team provides value-added expertise and resources that are highly regarded in the industry. Through the Advanced Sales Support team, we are able to provide you with enhanced services in planning for business, estate, charitable, retirement and tax planning.


Bill Bell, JD, MBA – VP, Advanced Sales

Amy Bryant, JD, CLU® - Director, Advanced Sales

Lindsay Cigler, JD – Director, Advanced Sales

Jay Perlman – Director, Advanced Sales

George Bradley, ChFC®, CLU® - Director, Advanced Sales

Jenna Washatka,JD, CLU®, ChFC® - Director, Advanced Sales

Life Insurance Support

Life insurance offers peace of mind, knowing that your family is covered financially should anything happen to you. We have direct contact with the Penn Mutual life insurance help desk. This aids us in making your application experience smoother. Through the Life Insurance Support team, we are able to provide you with broad insurance options including whole life, variable life universal life, and term life insurance.


Lisa Czyzewski – Director of Life New Business

Client Services

Our Client Services experts provide us more support for the client so we can remain focused on our commitment to providing you with personalized guidance and support. The Client Services team assists with data import and analysis, case design, financial plan building, and educational support for us such as case studies, study groups, and educational webinars.


Jon Maitz – Director of Client Services Group

Carl Wenzel – Client Strategies Associate

Kevin Holcomb – Client Strategies Group Specialist

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