Julia brings five years of client service and relationship management experience to IDA, having built her career at an east-coast independent advisory firm. She is dedicated to helping clients navigate their financial journeys with attentive, personalized service.
Julia grew up in New Jersey, earned her Bachelor of Science from Virginia Tech and spent the first five years of her career in Virginia before relocating to San Diego. When she's not in the office, she can usually be found outdoors, relaxing at the beach or exploring new trails with her dogs. She's also an avid reader and enjoys hands-on creative work like needlepoint and embroidery.