Press and News

Forbes ~ January 22, 2019 Julia Carlson Recognized by Forbes

Working Mother ~ October 2, 2018 Working Mother and SHOOK Research's 2018 Top Wealth Advisor

Investment News ~ Recognized as Top 40 under 40 Financial Advisor

 CEO Money Interview ~September 5, 2018 Financial Fitness Interview

 The Money Tree ~July 6, 2018 The Magic Pill to Create Wealth Podcast

Feature 1

The following is placeholder text known as “lorem ipsum,” which is scrambled Latin used by designers to mimic real copy. In sit amet felis malesuada, feugiat purus eget, varius mi. Mauris id fermentum nulla.

Feature 2

The following is placeholder text known as “lorem ipsum,” which is scrambled Latin used by designers to mimic real copy. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae.

Feature 3

The following is placeholder text known as “lorem ipsum,” which is scrambled Latin used by designers to mimic real copy. Quisque congue porttitor ullamcorper. Mauris id fermentum nulla.