In her time with Vista, Julia has quickly made a big impact. It’s no wonder when we asked our staff which four people best reflected Vista’s culture, Julia was near the top of the list.
Julia’s ability to step back, put herself in a client’s shoes before providing proper advice is a skill she honed while working in banking. Her ability to understand another person’s perspective is what makes her such a valued part of our advisory staff.
The best part of her job? Seeing the positive impact Vista’s advice has had on clients’ lives.
In her own life, Julia loves music, international travel and exercise.
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