Julie is a founding partner of Treehouse Wealth Advisors (“TWA”), where she leads strategic growth, client engagement, and advisor development. She created TWA to establish a firm that empowers clients to invest their time and assets purposefully and employees to inspire one another to reach their full potential. She is focused on helping both clients and employees on their path to create and live a meaningful life.
On an ideal weekend, Julie can be found with her husband and two daughters, exploring the bay area with their three dogs on hikes or long bike rides. If she can sneak away for some solo time then you’ll find her in a quiet spot reading or practicing yoga. However, ideal weekends are quite rare. Realistically, she can be found at a swim meet, horseback riding lesson, little girl’s birthday party, or frantically driving between any one of those activities with one or both of her daughters.
She loves silent retreats (see paragraph above if you are wondering why) and completed her yoga instructor training after returning from a meditation retreat in India. If you need a guided workout or help meditating after a long day, look no further.
Julie received her CRCP designation through The FINRA Institute at Wharton after she was chosen by FINRA to receive a merit-based scholarship to attend. She received her B.S. in Finance from Golden Gate University in 1998. In college, Julie co-founded a juice and smoothie business which developed into a franchise chain.
Credentials & Education
- CRCP designation through The FINRA Institute
- B.S. in Finance from Golden Gate University