Julie has experience in a variety of areas, including estates, gifts, trusts, individuals, corporations, partnerships and sole proprietorships. She focuses on helping business owners develop their estate plans to best integrate their business ownership with their family wealth plan.

When you work with Julie, you can expect her to take the time to understand your situation and thoughtfully analyze options to save taxes and plan for your future. She enjoys getting to know clients personally to understand what makes them tick.

Julie's home life is filled with love and laughter. She has two kids, and she and her husband, Michael, are one child shy of the Brady Bunch, as he has three kids. Julie gathers energy for her day by working out in the morning, and she loves to travel and dabble in photography and photo editing. Since she has hung up taking photos professionally, her photography and photo editing skills are reserved for family these days! Her favorite travel destination and photo opp to date is the Amalfi Coast in Italy, where the views are breathtaking.