Julie specializes in helping successful individuals with legacy-driven mindsets fulfill their goals. She is committed to delivering individualized, fully integrated, financial solutions that save clients time and money while providing security and peace of mind. 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 Series 7 and 63 securities licenses and has considerable family governance experience. She is an online mentor teaching at-risk teens the skills necessary to achieve financial independence.