Julia is an Advisor Service Representative with Weatherstone Capital Management providing client service support to investment advisors.
Prior to joining Transform Wealth, Julia worked as a fund accountant for Gen II Fund Services, a private equity fund administrator. Julia’s time in private equity accounting as well as her experience at Fidelity Investments helped her develop a passion for serving clients and building trusting relationships.
Julia graduated from Colorado Christian University with a bachelor’s degree in Accounting and Business Administration, emphasis in Finance. Originally from Phoenix, Arizona, she enjoys any opportunity to take advantage of the beautiful Colorado weather. In her free time, you can find her hiking, paddleboarding, relaxing at a coffee shop, or playing pickleball and volleyball with friends.