Julie brings nearly a decade of experience in the wealth management industry, working with high-net-worth individuals and families to navigate complex financial decisions and manage their wealth with confidence. Her experience spans both comprehensive financial planning and associate portfolio management, giving her a well-rounded perspective on helping clients build and preserve their wealth.
At First Avenue, Julie focuses on developing comprehensive financial plans tailored to each client’s unique circumstances, bringing together areas such as retirement, tax, estate, and corporate planning. She takes a thoughtful and holistic approach to helping clients understand their financial picture and make informed decisions with clarity and confidence.
Julie holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
Outside of work, Julie enjoys pottery, reading, and is a strong advocate for mental health and well-being.