About
Julia
Julia is passionate about providing high-quality service, striving to provide seamless execution for clients and advisors.
She has five years of experience in financial services, having previously worked for a boutique firm developing a breadth of knowledge.
Outside of work, Julia enjoys facilitating a book club with her friends and trying new restaurants in Denver. She hosts free community events each month to bring people together in person. At the end of the day, she loves to come home and lounge with her elderly cat, George.
Education and Professional Milestones
-University of Denver - bachelor’s degree
Julia is passionate about providing high-quality service, striving to provide seamless execution for clients and advisors.
She has five years of experience in financial services, having previously worked for a boutique firm developing a breadth of knowledge.
Outside of work, Julia enjoys facilitating a book club with her friends and trying new restaurants in Denver. She hosts free community events each month to bring people together in person. At the end of the day, she loves to come home and lounge with her elderly cat, George.
Education and Professional Milestones
-University of Denver - bachelor’s degree