Broker Check

Partnering with Julieann


I strive to make it easy to do business with. My personal style allows me to create a sense of trustworthiness and likability.

Focus on Detail

With every action dotting the "i" and crossing the "t" - I maintain meticulous files that allow me to provide immediate response when questions arise.

Available and Flexible

Not knowing when you may really need my knowledge, expertise or experience I will be accessible. I exude calmness during the storm. As they say life happens, change is inevitable.

Technically Competent

Technically competent with current knowledge of tax law and regulations.  CFP and AIF designations require me to stay informed of regulatory and investment updates.  Maintain in good standing my securities and insurance licensures: 7/63/65

Thought Leader

Always delivering a new idea.  Reputation and customer loyalty  is apparent with current book of business and superior client retention.


Passionate about my profession and practice. Truly committed to help every client achieve financial success. Individuality, original thinking and customized solutions.

Unwavering Commitment

Unwavering commitment to personalized service delivered in a quality manner. I care about my clients. I treat them with the utmost respect. My focus is to build long term clients relationships.


Humble, life long learner, excellent communicator, very good listening skills, and an ability to quickly understand and read people. Very skilled and shrewd. Tenacious with a persistent drive to get what is best for her clients who depend on her business success while being forthright. She operates with the highest level of integrity and moral standards. And along the way adds a sense of humor.