"Building Relationships with Integrity, Development of Goals, and Excellence"
Julie is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional with nearly a decade of financial planning experience. Julie has an extensive background in tax and estate planning and investment advice as well as individual and family financial planning. She is devoted to enriching lives through sound financial strategies and has a particular passion for helping divorced and widowed women and women business owners.
She is also a FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Combined Securities Agent State Law, an Investment Adviser Representative, and holds life and health insurance licenses in Arizona and Wyoming
Julie received her undergraduate degree in Accountancy and her Master of Taxation degree both from Arizona State University. She began her career with “Big Five” accounting firm, Arthur Andersen, LLLP and also gained professional experience with Inlign Wealth Management, LLC, one of the Valley’s largest wealth management firms, serving high net worth families.
Originally from Denver, Julie has lived in Arizona for 18 years. She enjoys spending time with family and friends, hiking, and reading.
Contact us today to learn more about how Bridge Financial Strategies can assist you with your financial planning needs. We look forward to helping you plan for and reach financial success.
