A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ practitioner, Julie focuses on family wealth planning that has multi-generational impact. She believes informed financial and life decisions improve a person’s odds of successful outcomes. She helps define a client’s goals and values and applies a disciplined process that helps to shape behavior to achieve both short and long-term goals. The result can help families act and move through life with confidence and simplify decision-making in a complex world.
Julie uses a comprehensive wealth management process that helps grow and transfer assets. She designs retirement income plans using Janney’s award winning evaluation tools and prides herself on providing excellent client service and on creating tax-efficient strategies.