Julia assists our clients with their financial, retirement and estate planning needs. She delivers a comprehensive wealth management experience that encompasses retirement planning, tax planning strategies, legacy and business succession. Julia’s goal is to provide the support our clients need to have peace of mind. She works in coordination with myself and accountants and lawyers to provide an integrated service.
Julia has held a variety of positions since starting in this industry in 1995. She has also experienced what so many of our clients go through – corporate downsizing, career change, loss of her husband, raising kids (now young adults), and finds she finally has time for her dogs, gardening and good books.