I have been a client of Julie's since 1995 and have always been so impressed by her dedication to her clients as well as her knowledge of investment solutions. Julie researches and analyzes financial products to make sure that my portfolio is tailored to my needs.

Julie is not only warm and friendly but she is also very sincere. I completely trust her with all of my financial needs; in fact I encouraged my children to become clients of Julie as well. I highly recommend Julie to anyone who wants peace of mind with their financial matters.