Broker Check

Julia recently joined our team in 2017.

Julia has her Bachelor of Science degree in Accountancy with a minor in Professional Writing from the University of Maine.

Prior to joining the firm, Julia worked on financial planning and analysis for a public company where she assisted on the preparation and review process of monthly executive board financial statements, and assisted with labor tracking for employees. She also worked for a software company where she participated in the procurement processes, collection process, commissions tracking, and many other special projects. Some of the projects included developing advance spreadsheets for tracking budget to actual expenditures by department and analyzing the customer pipe-line to determine the compensation payout for all deals.

In addition, Julia is working towards earning her Masters of Science in Accountancy and looks forward to becoming a CPA.

In her spare time Julia enjoys spending time with family, friends and her dogs. She loves outdoor activities, especially hiking and skiing.

Julia is not affiliated with Woodbury Financial Services.