Julia has been the Firm’s Bookkeeper since 2010. We sometimes refer to her as the Queen of Excel, although creating useful analyses of client data in Excel is only one use of her financial expertise. Julia’s combined talents in finance and computer software/operation are valued assets to the Firm’s team approach to handling client needs.
Western International University, B.Sc – Finance.
Tampa College, Associate of Science – Data Processing.
PROFESSIONAL ASSOCIATIONS, DESIGNATIONS AND ACTIVITIES
Toastmasters, 2003-Present. Awarded Distinguished Toastmaster (DTM) in 2009. Julia has served her clubs in all seven officer positions and served twice as an Area Governor for District 3, which encompasses most of Arizona.
Greyhounds of Fairhaven, 1999-Present (all-volunteer 501(c)(3) non-profit organization). Volunteer and Board Member; served as Board Secretary since 2003.
Julia is the proud mother of two grown daughters and grandmother to two young grandchildren. She enjoys hiking on the many local Phoenix Mountain Preserves trails, even in summer – which means being at the trailhead by 5 a.m., to “beat the heat.” During weekends in February and March, you might see Julia and her two retired racing greyhounds out at the Arizona Renaissance Festival, promoting greyhound adoption with Greyhounds of Fairhaven.