With over 14 years of experience in the financial services industry, Julie has strong skills in building and managing financial plans and portfolios for her clients. While these technical skills serve as the backbone of her work as a financial strategist, Julie finds the best part of her role is the relationships she enjoys with her clients — getting to know each client and their family, as well as their dreams and goals so she can help them live the life they desire. She is also a member of our Illiquid Assets Specialized Practice Group.

Licensing and Education

• · Certified Financial Planner^TM Professional
• · FINRA Series 6, 63
• · Bachelor of Fine Arts, University of Cincinnati

Accomplishments and Honors

Julie graduated summa cum laude from the University of Cincinnati. In her professional career, she is most proud of two accomplishments: dancing as a professional ballerina and earning the Certified Financial Planner® certification. While these two fields are seemingly worlds apart, she says to achieve success in both requires similar characteristics, such as discipline, focus and perseverance. On a personal basis, she is most proud of partnering with her husband Michael to raise their two sons (Camden and Bennett) and watching them grow into great individuals.

Community Involvement

In addition to the regular demands of a busy family, Julie’s free time is spent hiking, playing games, and traveling with her family. She also enjoys volunteering at her kids’ school and other community groups, as well as practicing yoga, reading, and trying new recipes.

Selected Resources

• Changing Jobs?
• The Savvy Video Chat Series_Episode 1