Julia is the Founder and CEO of Financial Freedom Wealth Management Group, LLC.
She founded the firm at the turn of the century, and with its successes she has become a thought leader in the financial industry.
Julia is an entrepreneur, speaker, author, educator and expert on the investment landscape.
She is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and distribution planning, as well as exit planning for business owners.
Julia is an Investment Advisor Representative and Registered Principal with LPL Financial.
She has her Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as her state Life and Health Insurance licenses.
Julia is also an Accredited Investment Fiduciary®.