Julie, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 18 years of experience in wealth management and financial planning. She joined the firm in 2001 and provides comprehensive, coordinated financial planning in all areas. She also provides tax preparation services for many firm clients. In addition, Julie assists with small business retirement plan selection, implementation, and monitoring performance of fund options.
She is an honor graduate of Georgia State University, where she received a BA degree in Accounting and a Master’s degree in Personal Financial Planning. Julie is a Certified Public Accountant (CPA), and also holds the FINRA Series 65 license.
Julie is a native of Darlington, Pennsylvania. She is married to Jim, and they have four children. She is a member of the Atlanta Estate Planning Council. Her outside interests include: playing with her dogs, Chi and Koa; traveling; and reading.