Julie has been licensed in the financial services industry since June, 2016. She lives in the Wood County vicinity with her husband, Patrick. They have 2 grown sons, Jordan in Columbus, Ohio and Jared in Denver, Colorado.
Julie truly loves building relationships and working as a team with her clients who among other things aspire to a work optional lifestyle. Julie and her partners at Priority Wealth use a developed and refined process to put all the pieces of that financial puzzle together. In her spare time, she loves traveling, spending time with family and friends, singing, hiking, and gardening.
Julie is a Certified Divorce Financial Analyst® (CDFA®). This certification gives Julie expertise to provide financial information and assistance to people going through a divorce. She evaluates the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.
She is also able to help determine the short-term and long-term financial impact of a proposed divorce settlement to make sure it works now as well as down the road. A CDFA® examines and analyzes the financial issues of a divorce, providing clients and their lawyers with data to help strengthen their case. This helps her clients avoid the common financial pitfalls of divorce by offering valuable insight into the pros and cons of different settlement proposals.