Julie is recognized as a leading financial consultant in the Phoenix area, specializing in retirement planning and asset and income management. A well-known host and co-host of financial radio talk shows at several local radio stations, she is heard every weekday at 6am on KFNN's Business for Breakfast.

A lifelong resident of Phoenix, Julie decided against attending law school in favor of becoming a financial consultant after her family needed help in this area. Her career began in 1981 with IDS Financial Services, now a division of American Express. In 1987, she joined The Acacia Group, where she spent 15 years continuing to build a successful financial planning practice.

Julie became a Certified Financial Planner^™ in 1992. She regularly participates in continuing education programs and conferences.

Julie is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network, member FINRA/SIPC, a registered Investment Advisor.