Julia, Founder and CEO of Financial Freedom Wealth Management Group, launched her firm in 2001 and has since become a recognized leader in the financial industry. As an entrepreneur, speaker, author, and educator, she is an expert in personal finance, particularly in tax strategies for retirement, distribution planning, and exit planning for business owners. Julia's insights have earned her recognition as one of Forbes’ Top Women Wealth Advisors and a Top Advisor by Barron’s.

Her expertise is shared through various platforms, including a regular financial column in her local newspaper. She actively engages with her community as a member of the Chamber of Commerce and serves as Treasurer for the Pacific Communities Health District Foundation Board. Based in Newport, Oregon, Julia enjoys life along the coast with her husband and three children. Julia’s thought leadership has been featured in outlets such as Forbes, Barron’s, USA Today, and Nasdaq.