Experience
- 16+ years industry experience
- Planner at Brostrom and Berlin Wealth Management (Ameriprise)
Education
- University of Maryland Global Campus BS Finance; Minor Personal Financial Planning
Licenses, Designations, Memberships
- Certified Financial Planner™ - CFP®
- Certified Divorce Financial Analyst - CDFA®
- Member of the Financial Planning Association
- Member of the Institute for Divorce Financial Analysts
- Financial Coach with THRIVE, a 501c(3) non profit organization
- Tax Preparation Coach with LIFE Financial Assistance Organization, a 501c(3) non profit organization
Personal
Lives in Virginia with her husband John and Boxer pup (Vonnie). She has four grown children, two boys and two girls and enjoys hiking, biking, playing Pickleball and visiting museums. Julie also loves to help others, and is volunteering her time helping those in need with comprehensive financial education on a pro bono basis and tax preparation through VITA.