Julie is a financial planner with our firm. She assists our advisors in the financial discovery process and creation of personalized financial plans. She collaborates with our lead advisors to present all aspects of the financial plan to clients. In addition to her financial planning acumen, Julie has expertise in portfolio design, investment manager analytics and selection, and portfolio measurement and reporting.
Prior to joining Wealth Dimensions, Julie spent much of her career at Fourth Street Performance Partners where she provided investment consulting services for institutional clients. Previously, she created financial plans and made investment recommendations for clients at Prudential Financial and National City. She also developed client investment reports at Bowling Portfolio Management.
Julie graduated from Xavier University with a Bachelor of Science in Business Administration (BSBA), majoring in finance. She is also a CERTIFIED FINANCIAL PLANNERTM professional.
Julie’s passion about personal finance and taxes extends outside of the office. She’s a volunteer income tax preparer with the United Way of Cincinnati VITA program and was a past advisory board member of PROVIDOM, Inc., a nonprofit focused on financial literacy. Julie currently serves on the executive committee of the UpSpring Young Professionals Board as the membership coordinator.