A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Julie focuses on family wealth planning that has multi-generational impact. She believes informed financial and life decisions improve a person’s odds of successful outcomes. She helps define a client’s goals and values and applies a disciplined financial planning process that helps to shape behavior to achieve both short and long-term goals. The result can help families act and move through life with confidence and simplify decision-making in a complex world.