Jullie is a Director in Pathstone’s Atlanta Office, and is a CPA with over 20 years of experience providing tax and financial services to HNW individuals and families. Working in the firm’s tax department, Jullie helps clients navigate their tax compliance and strategies to help preserve their wealth.
Throughout her career, Jullie has been committed to helping clients achieve their financial goals.
Prior to joining Pathstone, Jullie spent many years in varying capacities working for large wealth advisory and public accounting firms, including Creative Planning, Wealth Enhancement Group and RSM.
Jullie has a Bachelor of Science in Accounting from Shepherd University. In addition to her professional accomplishments, Jullie is deeply committed to giving back to the community through volunteering with various charitable organizations in her community. In her free time,
Jullie enjoys traveling and spending quality time with her family.
