Julie helps clients align their financial objectives with their life goals to grow and preserve their wealth for generations to come. She forges deep relationships to guide clients through life’s changes and select and implement a strategy reflective of their values and goals. With a passion for closing the gender gap in investing, she believes client education and advocacy are vital throughout the wealth management journey.
With more than 20 years of wealth management expertise, Julie previously worked at First Union, UBS and Oppenheimer & Co. She graduated from Appalachian State University with a B.S in communication.
Active in the Asheville community, Julie volunteers with Manna Food Bank and has served on several boards, including the NC Stage Company, the PTO Board of Claxton Elementary School, and the Asheville Affiliates. Together with her three children, Beau, Summer and Liv, and their golden retriever Ryder, she enjoys Asheville’s natural beauty through hiking, skiing, boating, tennis, golf and more.