Certified Financial Planner™ (CFP®)
Julie has over 40 years of experience in the financial services industry and has been with Avalon Wealth Advisory since 2003. Before joining AWA, Julie was actively involved with many different segments of the financial services industry. She spent 17 years as a Senior Vice President of Marketing and Product development, assisting with the development of strategic business planning, sales and customer service, and financial consulting. Julie has a demonstrated record in financial and investment program, bringing well-grounded performance to the development of financial planning and portfolio management. With vast accumulated industry expertise, Julie plays a leadership role at AWA, especially in the areas of operations, technical development, and regulatory issues.
A long-time Indianapolis resident and graduate of Indiana University, Julie also enjoys spending time with friends and family as well as traveling and cooking.