Julie has a passion for helping people with objective and honest partnering through financial action-planning and goal accomplishment.
Since 2006, Julie has been using her career experience in financial services, social work and health care to partner alongside her clients.
Helping people realize their financial goals or plan for long-term life changes and its potential impact on their financial well-being is truly one of Julie’s joys.
Julie and her husband, Bryan, are blessed with two children and their spouses and a grandchild. Julie enjoys bicycling, traveling, and volunteering in her church and community.