About
Helping You Make Smarter Financial Decisions for a Secure Future.
I believe that financial confidence starts with the right guidance. My goal is to help you make informed investment choices, grow your wealth, and build a secure financial future—without the confusion and stress. Whether you're planning for retirement, looking to invest wisely, or simply want to take better control of your finances, I'm here to help.
- Personalized investment strategies tailored to your goals.
- Clear, straightforward financial advice you can trust.
- A focus on long-term financial security and stability.
- A supportive, one-on-one approach to financial planning.
Years of experience
Happy Clients
Hours Of Advisory Support
Percent Client Satisfaction
Services
I offer expert financial guidance designed to help you make confident, informed decisions about your money. Whether you're planning for the future or navigating your current investments, my services are tailored to your unique financial needs.
Investment Planning
Build a strong portfolio with personalized investment strategies that align with your financial goals and risk tolerance.
Wealth Management
Gain clarity and control over your finances with customized wealth-building strategies designed for long-term success.
Retirement Planning
Ensure a secure and comfortable retirement with smart planning that maximizes your savings and investments.
Risk Assessment & Management
Understand and manage financial risks effectively to protect your assets and secure your future.
Financial Goal Setting
Set realistic, achievable financial goals and create a step-by-step plan to reach them.
Personalized Consultations
Receive one-on-one guidance and expert insights to make the best financial decisions for your situation.
Work Experience
With more than two decades in the financial industry, I have dedicated my career to guiding individuals toward financial security and success. My experience spans wealth management, investment strategy, and personalized financial planning, ensuring my clients make informed decisions that align with their goals. Below is a summary of my professional journey.
Chief Executive Officer and Wealth Manager
Badgley Phelps Wealth Managers
(CRD# 315440)
Director of Financial Planning and Wealth Manager
Badgley Phelps Wealth Managers
(CRD# 108392)
Investment Manager
CITIGROUP GLOBAL MARKETS INC.
(CRD# 7059)
Investment Manager
PACIFIC CAPITAL ADVISORY SERVICES
(CRD# 110544)
What My Clients Say
Real people. Real results. See how my guidance has helped individuals from all walks of life take control of their financial future.
Sarah M.
Middleschool Teacher
Julie helped me create a solid investment plan that makes sense for my future. I finally feel confident about my finances and retirement!
James R.
Electrician
I used to feel overwhelmed by financial decisions, but Julie’s advice made everything clear and manageable. I’m now on track to reach my financial goals.
Emily T.
Nurse
I had no idea where to start with investing, but Julie explained everything in a way that made sense. Now, I’m growing my wealth without stress!
Mark L.
Small business owner
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Contact
Do not hesistate to contact me at any time.
Address
1200 18th St NW, Washington, DC 20036, USA