“I love being able to support clients administratively, but what I really love most is building relationships and being a part of their lives.”
Behind Julia’s welcoming smile and warm personality is a relationship-driven problem solver and the force behind our office administration. 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 Adamson 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. Despite being the only member of the team not connected by blood, Julia is as much part of the family as her colleagues.
As the glue that keeps everyone together, she thrives in a fast-paced environment. 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