Julie leads BBG Financial Planning as a CERTIFIED FINANCIAL PLANNER™ professional, offering comprehensive wealth management to families and businesses of Bay Business Group. After joining Bay Business Group in 2004 she realized the need among small organizations for effective, affordable and objective financial services, especially as it relates to small business owners. As a result, she started BBG Financial Planning in 2007. Her specialty is in partnering with Bay Business Group to provide custom, tax-optimized solutions that look at the entire financial picture.
In addition to holding her CFP® designation, she is a licensed financial advisor, having passed the FINRA Series 7 and FINRA Series 66 licensing exams in 2007 and obtained her insurance licenses in 2009. She also has 25 years of experience in strategic planning and research, and manages the human relations function for Bay Business Group.
Julie participates on the CFP Board for the examinations committee. She has also served as PTA president at her son’s school for two terms, and has served on and chaired numerous committees at her church. Her free time is spent sailing on the Chesapeake Bay with her husband and son.