Julia joined our team in 2012, fulfilling her dream of joining an independent, financial planning team focused on helping people achieve their life goals.
Julia earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning in 2011. She completed the College for Financial Planning CFP®Certification Professional Education Program and earned the CERTIFIED FINANCIAL PLANNER™ certification. She is a member of the Financial Planning Association.
Julia supported her husband’s U.S. Air Force career as they travelled throughout Europe and the United States. Having to relocate frequently, she developed the skills to serve and build relationships with people of varied backgrounds. She was employed as a bookkeeper and often volunteered to teach budgeting and money management skills at churches and non-profit organizations. These experiences helped Julia recognize her passion to help people become good stewards of their finances.
She and her husband, Mike, now reside in Albemarle County. Julia enjoys travel, long walks with her dog, reading, and spoiling her grandchildren. Their daughter, Rachyl, is a freelance writer who lives in Florida with her husband and three children. Their son, Matt, is an Air Force pilot stationed in California with his wife and son.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.