Julie graduated from Pennsylvania State University with distinguished honors in 1997 and began her career with Price Waterhouse, LLP that year where she became certified as a CPA. After several years working as a CPA, Julie branched off and began working in the financial services side of the business and has worked with David and Reyes
Financial Architecture since the firm’s inception. She has been a licensed Independent financial advisor for more than 15 years and uses her financial services background and attention to detail expertise to manage the firm and its’ clients in every aspect. She also works in collaboration with David in designing financial plans to help clients minimize their tax liabilities, maximize their cash flow and protect their assets.