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 22 years’ experience helping families and business owners with their wealth management needs, working within her 5 office locations in Oregon and SW Washington. Julia has been honored to be recognized for her excellence throughout her career.
Drawing from nearly 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 a diverse and inclusive business culture, inspiring women to rid the fear mindset around finances and the 7 Steps to get your Financial Life in Shape. As a business owner, wife, and mother to three children Julia wants to inspire others to feel empowered to build successful lives.
