Focus and expertise

Julie aims to provide sound financial advice to investors. She
strives to build long-term relationships based on mutual
trust and respect. Julie helps her clients develop and
implement strategies for building wealth and realizing their
goals. Julie respects her clients as individuals and takes a
personal approach to each one.

Background and credentials

Julie brings over three decades of experience in the
financial services industry to Wells Fargo Advisors. In her
seven years with Wells Fargo Advisors, the focus of her
practice, her education, and experience, is targeted toward
helping individuals and families to reach their financial
objectives.

During her tenure with the First National Bank of
Pennsylvania, Julie was instrumental in the start of the
bank’s first nontraditional investment program.
Julie’s specialty was on-going training, coaching, and
motivational seminars to bank management and
employees. That has helped her to develop her educational
skills to assist her clients in understanding the ins and out
of their portfolio and investment strategies.
Julie ran her own financial services branch of Edward Jones,
and spent 15 years with Merrill Lynch. She has earned the
Chartered Retirement Planning CounselorSM, or CRPC®
designation by meeting rigorous professional standards
and passing a comprehensive exam from the College for
Financial Planning. 

Away from the office

Like her clients, Julie has a life away from work. In her free
time, she and her husband Terry are owned by their two
border collies, who keep them hopping. They share a passion for
horses and spent more than 15 years camping and trail
riding in the Adirondacks. Their new hobby is keeping up
with their busy daughter, Christy, and spoiling their three
grandchildren who also live nearby.



CA Insurance License Number 4185557. Resident State OH