Julia joined Phoenix Financial Partners in July 2024 and brings a diverse and dynamic background to her role as a Client Service Associate. Julia has Florida roots and graduated from the University of South Florida with a Bachelor's Degree in Criminology.
At USF, Julia demonstrated a strong commitment to community service and political engagement. She graduated during the COVID-19 pandemic and worked three years in residential property management. Serving diverse clientele helped her develop her communication, problem-solving and operational skills.
She is enthusiastic about learning the intricacies of financial planning and has a foundation to help her relate to younger generations: working full-time during college, budgeting, saving, establishing credit and home ownership.
Her strong work ethic, adaptability, and passion for helping others make her a valuable asset to the Phoenix Financial Partners team.
Like the Florida pioneers, Julia and her husband have taken on the challenge of raising chickens and managing a large garden. They love to cook using their home- grown ingredients and when time allows, enjoy exploring Dunedin and the Pinellas Trail with their dog, Nora and Mac.
