Financial Advisor/Chief Compliance Officer
Julia is a financial planner and a registered Investment Advisor Representative with Northstar, providing clients with day-to-day support and enabling them to maintain or modify their plans as situations dictate. A detail-oriented individual, she guides clients through a high level of active communication. Julia believes that consistent monitoring and making timely adjustments is an important part of a successful plan.
Julia earned a bachelor’s degree in Communication and English from Temple University. A 20+ year veteran of the financial industry, she brings both management experience and hands-on investment knowledge to the Northstar team. She often coordinates with attorneys on complex estate plans and gifting strategies for high level executives. Her goal is to help bring clients confidence in their planning and a greater understanding of the financial system.
Julia lives in Pennsylvania and enjoys cycling, hiking, camping, kayaking and generally spending time outdoors with her husband Jeff, her two grown boys and her friends.