Credentials & Awards
- New York State Life, Accident & Health Insurance License
- NYS Notary Public
About
Julia joined the team in January 2025 as a financial planning intern and in May as a full-time financial planning associate. She graduated from Alfred State College where she completed her B.S. in Business Administration with a concentration in Financial Planning (Magna Cum Laude). In the near future, she will be completing some of the Series licenses and is on track to obtain the CERTIFIED FINANCIAL PLANNER® Professional designation. Julia grew up in Holley, NY, where she currently resides. In her free time, she enjoys spending time with her dog Brutus, and values time with family and friends.