“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