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 hobbies and interests include reading, gardening, entertaining at my home, and watching "The Great British Baking Show". I love sharing the outdoors with my young son and taking him on "adventures" including hiking, biking, visiting the beach, and his newest passion: mini-golfing.
My Family
I started my career with Thrivent in 2011 when my Dad, Keith, asked me to join his team. He worked for Thrivent for over 25 years, and he 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 career.
My husband, Sean, is a teacher and we work diligently to show our son that it is important to work hard and take care of others, and time with family is our ultimate priority. We enjoy being together outdoors, walking our dog Penny, riding bikes, and visiting the Berkshires.
My Education
I completed my undergraduate degree at UConn and my master’s degree at the University of Hartford obtaining a Master of Business Administration (MBA). It was there that I fell in love with economics and finance, realizing that though they were complicated topics, they impacted everyone's lives immensely. That was when I began my passion for making complex financial topics easy for others to understand.
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.
In my time with Thrivent, I have chosen to continue my education by obtaining several advanced designations including CFP®, CLTC®, and FIC. I strive to continue educating myself so that I can best serve my clients.
My Community
Since I was young, my family always led by example in terms of helping others and giving back. I have enjoyed my time supporting the efforts of several organizations including but not limited to:
Habitat for Humanity – Locally and internationally
The Women & Girls Fund of the Main Street Community Foundation – Bristol, CT
Little Blessings Preschool - Berlin CT
My Location
My office is located in "The Workhaus" on the corner of Farmington Avenue (Route 6) and New Britain Avenue in Farmington, CT
Easily accessible from Bristol, Burlington, Terryville, Thomaston, Plainville, Southington & more via Route 6, Route 72, or I-84
The building is fully accessible with a ramp on the far right and generous handicap parking spaces
Meet My Team
Nicole Corcoran
Nikki has been with Thrivent since 2018 and provides client service support for Julia. She works remotely and lives outside of Hershey, Pennsylvania. She manages client service requests, applications and service forms, meeting preparation, documentation and follow up, administrative activities and more.
Family
Nikki and her husband, Mike, have one daughter who participates in baseball, field hockey, soccer, swimming, and chorus. In her free time, Nikki enjoys watching the New York Yankees, cooking, reading, traveling, board games, eighties movies, the beach, and spending time with family.
Education
Nikki 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
- Location
Hershey, PA
- Phone
- 860-492-6800