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Financial Advisors for Now and the Future.

About Julia

Growing up in a large blended family in the Tri-Cities offered Julia many blessings and challenges.  One such blessing is a personal drive to bring value and help to anyone in need.  Her love of reading and the pursuit of learning guided her on to East Tennessee State University where she earned both a Bachelor’s and Master’s degree in History, finishing her education in 2013.

Julia’s life experiences and education have uniquely prepared her for a career in the financial services industry.  As Client Service Manager, Julia is responsible for a multitude of detailed operations and processes all focused on making sure that systems run smoothly so our clients receive exceptional support and service every day.   Julia employs her attention to detail and desire to help by providing clients peace of mind that their account needs will be met.

A self-professed nerd at heart, Julia is a huge fan of anything Star Wars, Marvel or DC comics.  The true love of her life is her husband Aaron whom she married in 2017.  They have a home together in the hills of Scott County, VA, where they share their life with the hordes of animals that call their property home.  When Julia is not catching up on the latest movies or her favorite book you will often find her knitting, gardening, camping with Aaron or traveling to historical sites.

Favorite movie:

Star Wars

If I could meet anyone, past or present, it would be:

George Washngton

Name something on your bucket list:

Massive shoe closet and my own personal library

Favorite quote:

“No testing has overtaken you that is not common to everyone.  God is faithful, and he will not let you be tested beyond your strength, but with the testing he will also provide the way out so that you may be able to endure it.”  1 Corinthians 10:13