Julia is one of our Financial Coordinators. She helps build financial plans, evaluate portfolios, and participates in product research. In 2023, Julia graduated with a bachelor’s degree in accounting from Texas A&M University- Corpus Christi. She has obtained her Series 7 license and will earn her 66 as she pursues an MBA with a concentration in finance.
Julia grew up in San Benito, Texas. In 2021, she made Corpus Christi home while pursuing her degree in accounting. As an undergraduate, she worked alongside the CPAs of Buckley & Associates for two tax seasons. During her time at the CPA firm, she learned the importance of communication and attention to detail. She will use these skills to develop a deep understanding of client needs and ensure they are presented with the best possible options.
Julia feels passionately for the arts, education, and helping others. In her final semester as an undergrad, she discovered that she had a knack for personal finance and realized she could help those whose talents lie elsewhere. Outside of the office you may find her enjoying a mint tea at a local bookstore, walking her dog along the seawall, and attending community theatric productions.