Julia J. Smith

Julia is an accomplished wealth advisor having provided over a decade of financial planning services and asset management.  Julia began her finance career over 18 years ago at a large insurance company where she served as an annuity wholesaler.  There she found her love of investments and finances.  In 2007, she became a financial advisor due to a strong desire to help people pursue their financial goals.  Julia’s favorite aspects of being a wealth advisor are the lasting relationships she develops with her clients, and watching them achieve financial success.

Julia is a Colorado Native and graduate of the University of Colorado/Boulder, Leeds School of Business with a degree in Finance.  She enjoys mountain biking, skiing, yoga and spending time with her husband Jeff, daughter Ashlyn, son Sean and their large dog Cookie.

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