In 1992, Julie founded Atlanta Financial Associates with Cathy Miller. Today, with more than 25 years of experience in the financial planning industry, Julie specializes in the financial needs of high net worth individuals including highly successful medical professionals, surgeons, physicians, and individuals at or nearing retirement. Her expertise includes holistic financial planning, comprehensive wealth management, asset protection and taxation strategies.
Julie brings a wealth of knowledge and a customized approach to each client engagement as she works with them to realize their financial goals.