Behind Julia’s welcoming smile and warm personality is a relationship-driven problem solver. Her 25 years of experience in the financial services industry combined with her natural ability to connect with people makes her a huge asset to the team. She quickly anticipates client needs and proactively finds solutions. She responds to everyday business challenges and ensures that our office runs smoothly so that clients receive great service. In collaboration with Jessica and Terry Lynn, Julia ensures that clients' investments are strategically managed to meet their evolving financial needs.

She keeps up the pace at home too – staying active, hiking with her dog, and connecting with friends and family. As a trustworthy and detail-oriented team member, she makes sure everything is completed on time and always with a tidy bow on top.

Hidden Talent: Dog Training