Julia joined Impact Wealth as a Financial Planning Intern in August 2024. She graduated from the University of Colorado Boulder with a Bachelor of Science in Business Administration, earning a dual emphasis in Personal Financial Planning and Accounting in May 2025. She is currently preparing to sit for the Certified Financial Planner™ (CFP®) exam.
Driven by a passion for problem-solving and a deep interest in personal finance, Julia is committed to helping individuals gain clarity and confidence in their financial decisions. She enjoys supporting clients in building strategies that align with their long-term goals—whether it’s planning for retirement, managing cash flow, or optimizing tax efficiency. Julia’s ability to listen attentively, ask thoughtful questions, and explain complex topics clearly makes her a valuable contributor to the planning process. Her years of working as a server during college also instilled in her a strong work ethic and a genuine desire to connect with people, teaching her the value of patience, adaptability, and clear communication.
Outside of work, Julia enjoys hiking, skiing, cooking, and spending time with her dogs. She also volunteers with the Boulder Humane Society, where she supports their mission by walking dogs and assisting with shelter activities.