Julieanna’s role as Financial Planning Operations Manager ensures that all business is completed in a timely, well-organized manner, all while keeping our clients at the forefront of our focus and priority. She is the force handling all administrative and technical services for the firm. Her experience and passion have advanced our efficiency and provide valuable support for our team. Julieanna greatly enjoys working with our clients and helping to ensure that all their needs and wealth management goals are met.
Julieanna brings her expertise managing the day-to-day operations for the past 18 years of our predecessor firm, The Affinity Group, to her role. Her abilities as a natural leader and problem-solver, paired with her experience, continuously shape the experiences our clients have.
Julieanna is passionate about crafts, spending time with her family, and helping others. She and her husband grew up in large families; they enjoy cooking, hosting family dinners, and teatime with friends. She is an active volunteer at the local community food bank and Street Soldiers.
"I enjoy watching our clients progress through our processes and understanding the value we bring. Their success becomes ours.”