Meet Julia
I am one of those lucky people who can say I love the work I do. I enjoy crunching numbers, running retirement analyses and researching unique or complex financial questions from clients. There is nothing as fun for me as telling someone, “Yes, you can retire when and how you want, and here’s how to make it happen.”
I am also humbled to have the privilege and responsibility of being called when things in people’s lives don’t go as planned. When a layoff happens or a loved one dies, I work hard to reduce some of the stress the client is feeling by providing solid financial advice and a clear path forward.
My father told me early on in my career that, as financial professionals, we earn our keep when times are tough for our clients. He mentored me for six years before he retired and trusted me with the client relationships he built over his 25-year career.
I am a CERTIFIED FINANCIAL PLANNER™ professional. I offer retirement planning, investment management, and help implement life and long-term care insurance. But what gets me out of bed every morning is you, your family and the joy of being able to use my passion for financial planning to help make your life easier.
I pride myself in continuing my education and have a team of consultants and product experts to help me stay up to date on the complexities and oddities of financial planning. My most important job is using my knowledge to empower you to make sound financial decisions that you feel good about.
Meet My Team
Nicole Corcoran
I have been with Thrivent since 2018 and provide client service support for Julia. I work remotely and live outside of Hershey, Pennsylvania. I manage client service requests, applications and service forms, meeting preparation, documentation and follow up, administrative activities and more.
I graduated from Stockton University with a Bachelor of Arts degree and also hold a master's degree in advertising and marketing from Syracuse University and a master’s degree in education from Monmouth University.
- Title
Client Service Administrator
- Phone
- 860-492-6800