Julia has been part of the Milestones team since 2022, serving as a Registered Assistant/Paraplanner. In her role, she works closely with the advisors to support clients and assist with the financial planning process, bringing organization, attention to detail, and a personal touch to her work.
Originally from St. Louis, Julia now calls Waterloo home, where she enjoys spending time with her three cats, Lucy, Alfie, and Otis. Outside of work, she enjoys reading, getting outside, and spending time with family and friends. She and her fiancé, David, are looking forward to getting married this November and beginning this exciting new chapter together. Julia has enjoyed making the Cedar Valley her home and looks forward to continuing to grow her roots in the community.