Julia prioritizes strong relationships and a client centered approach to wealth management. She enjoys partnering with individuals and families, focusing on education, clarity, and long term guidance. Julia earned her Bachelor of Science in Finance from The Ohio State University’s Fisher College of Business, where she discovered her passion for helping people gain financial confidence and direction.

Holding her FINRA Series 7 and 66 securities registrations as well as Life and Health Insurance licenses, Julia provides comprehensive guidance that helps clients build a solid financial foundation while aiming to preserve what matters most. She is committed to helping people make informed decisions and supporting them through every stage of life, whether they are getting started, navigating major milestones, or planning for long term goals.

Julia is a former member of The Ohio State University’s nationally acclaimed Dance Team, contributing to seven National Championships and two World Championships. Her experience in high level athletics shaped her consistency, positive spirit, and commitment to excellence. These qualities continue to influence her work and inspire her dedication to help current and former athletes navigate financial transitions while building lasting stability beyond competitive careers.

Outside the office, Julia enjoys workout classes, cooking, and teaching dance to the next generation of athletes.