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Julie specializes in helping successful individuals with legacy-driven mindsets fulfill their goals. She is committed to delivering individualized, fully integrated, financial solutions that help save clients time and money while providing confidence and financial clarity. As manager of KB Financial’s Family Office Division, Julie works closely with her KB colleagues and her clients’ external advisors to coordinate financial reporting and bill pay, oversee estate, tax and insurance planning, administer family foundations and facilitate special projects. Julie has 30 years of experience in wealth planning and advisory services.

Prior to joining KB Financial, Julie managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients. Her clients included CEOs of public companies, managers of private equity firms and Silicon Valley billionaires. Julie managed a single family office for 200+ shareholders of one of America’s largest privately held companies for twelve years and was a private banker at PNC for ten years. She started her career as a Bank Examiner for the Treasury Department.

Julie is a Certified Financial Planner™ who received a B.S. in Accounting from Rutgers School of Business. She is licensed as a life, property and casualty insurance producer, holds FINRA Series 7 and 63 securities registrations and has considerable family governance experience.

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through KB Financial Partners, LLC. KB Financial Partners, LLC is independently owned and operated.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725


    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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