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.