Julia is driven to help clients live life on purpose. Her team strives to provide clients with personalized advice in order to envision and build a confident financial future. The team’s proactive approach engages with clients to consider possibilities & opportunities while identifying “blind spots” to optimize their financial plan and guide clients through life’s transitions. Julia is a compassionate listener and counselor with the personality and ability to quickly understand a client’s financial needs, wants, and wishes.

As an Air Force officer wife, Julia traveled around the world throughout Europe and the United States. She volunteered to teach money management skills at churches and nonprofit organizations, often meeting financially challenged people trying to make ends meet. Amid a life of relocating frequently, she developed the skills to serve and build relationships with people of varied backgrounds. Her experiences were the foundation that built her skills, shaped her personality, and gives her the drive to be the financial advisor she is today.

Julia and her husband, Mike, reside in Albemarle County, Virginia. She enjoys early morning runs with her dog, planning travel, and spoiling her children & grandchildren. Her daughter, Rachyl, is a home school educator & freelance writer who lives in Florida with her husband and five children. Her son, Matthew is a former Air Force pilot and now a flight test engineer living in Maryland with his wife and three children.

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.