Julie oversees the finances for a group of families and business owners in the Orange County area. A graduate of Purdue University, she began her career as a Certified Financial Planner™ focused on non-profit organizations, where her passion for helping people began to define her career. But that’s not where her passion began. Julie’s inspiration comes from her grandmother, who she describes as a woman ahead of her time. Working until she was 88, she was an independent woman who held the title to her farm and left a strong financial legacy to her family.
In addition to her CFP® designation, Julie is also a Certified Divorce Financial Analyst® (CDFA™), which allows her to help her clients navigate the divorce process and avoid many common financial mistakes. She feels privileged to work with clients whom she respects and who trust her with a very important area of their lives; creating financial security for themselves and their families. Julie strives to help her clients make smart financial decisions that will impact their families for generations to come.
Rex is a Chartered Life Underwriter with over thirty years in the financial industry. After receiving his undergraduate degree from Butler University and a master’s degree from Ball State University, he gained his expertise in insurance as the president of a successful financial services company in California. Rex is best known for his personal approach to developing financial plans for clients; carefully considering all aspects of their lives and families when making recommendations.
As a dedicated husband, father and grandfather, Rex is known for his ability to offer families a broader perspective when planning their financial decisions—encouraging them to take into account the long-term implications for their families. Rex’s technical and analytical strengths are a natural complement to Julie’s ability to customize each financial plan to suit her clients’ needs. Their well-rounded approach makes Brio Wealth an excellent choice to help you navigate through your financial decisions.
Amber provides administrative support for BrioWealth. Amber was born and raised in Orange County and has been providing office administrative services for over 15 years. She attended Rosary High School in Fullerton and studied Political Science for her BA at San Diego State University and California State University, Fullerton. She is highly-organized, friendly, and technologically inclined. Being a devoted wife, a loving mother, and providing excellent customer service and experience are paramount to her.