An entrepreneur at heart, Julia launched into the financial planning field at the age of 19 and started her own business at age 23. She has over 26 years of experience helping families and business owners with their wealth management needs, working within her 5 office locations in Oregon. Julia has been honored to be recognized for her excellence throughout her career.
Drawing from two decades of experience as an Entrepreneur, Julia is an avid blogger and writer. She is the author of Fit Money and in her book explains "7 Steps to Get Your Financial Life in Shape". The inspiration for her book stems from her combined experience in financial planning and her fit lifestyle as a former figure bodybuilding competitor. Julia also writes a financial column for the Newport News-Times and a blog online. People flock to her seminars and turn to her column and blog for financial advice.
Julia has been honored to be a speaker at many different events. She captivates audiences with her authenticity, expertise, and charisma. Her keynote topics range from how she built a 7-figure business while integrating life as a mom, creating an extraordinary team, and inspiring business owners to create freedom in their lives. As a business owner, wife, and mother to three children, Julia wants to inspire others to feel empowered to build successful lives. Some of the events she has spoken at include:
LPL Financial National FOCUS Conference
InvestmentNews Best Practices in Diversity and Inclusion
InvestmentNews Women Adviser Summit
Corvallis and Lincoln City Chamber of Commerce - Women's Conference
FPA Nor Cal Conference
NAIFA (National Association of Insurance and Financial Advisors)