Julia recently joined our team in June 2019. As Executive Assistant, her role includes managing the office calendar, coordinating client documents in preparation of meetings, and preparing reports, as needed. She also serves as Executive Assistant to Lynn Phillips-Gaines, CFP®, CLTC.
Born and raised near San Antonio, Texas, Julia moved to Eupora in 2011. A graduate of Mississippi State University, she holds a Bachelor of Science in Business Administration, with a concentration in Management.
Julia has over 7 years of combined administrative and customer service experience, including office and newspaper circulation management.
Outside of work, Julia loves cooking, traveling and spending time outdoors through hiking and exploring new trails while riding ATV’s.