“After the passing of my husband, it was the first time I had sole decision making of my financial affairs.  Julianne made that transition much more manageable. Over the years, I’ve felt very comfortable working with her. She explains everything in clear, understandable terms and always keeps my personal goals in mind—especially in this stage of my financial life. She’s consistent about meeting with me regularly and keeping me informed. I truly recommend her.”

— Kathy

“I was introduced to Julianne at a time of great turmoil in my life. She provided me with information and guidance which has helped me to make major life decisions in a manner which will ensure long term financial security for myself. Julianne has always made herself available at any time – no 9 to 5 here – this is not a “job” for her. She treats her clients as she would want her own family treated. And that is a rare find in this day and age. I will always be thankful that she had my back when hard decisions were being made.  Those days are in the rear view mirror now but Julianne continues to provide invaluable support and guidance whenever needed.”

— Laurie