Julia has been in the financial industry since 2014. For the past 10 years she has focused on her commitment to clients and her passion for helping others. Julia has experience and knowledge in new account opening, account transfers, data entry and compliance.
She graduated from the University of Colorado Springs in 2011 where she received a bachelor’s in communications with an emphasis in Media Management. She also minored in American Sign Language. Julia enjoys going above and beyond for clients and has a sense of urgency when it comes to prioritization and meeting deadlines.
“My commitment to clients and passion for helping others is apparent in everything I do. I enjoy going above and beyond for clients and have a sense of urgency when it comes to prioritization and meeting deadlines.”
REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.