I am the Director of Finance at United Wealth Advisors Group, where I oversee a wide range of financial responsibilities. In this role I support internal business operations and am responsible for inter-company accounting and financial reporting, including revenue tracking, budgeting, forecasting as well as special projects as they arise.
With over three years at UWAG, I bring more than 15 years of past experience in the defense industry and non-profit organizations to my current role. My journey into finance was preceded by a Bachelor of Science in Mechanical Engineering from Syracuse University and an MBA from George Washington University. Being new to the financial management world, I have enjoyed learning about the industry and applying my skills to support UWAG in this exciting field.
Originally from Baltimore, MD, I now reside in Potomac with my two teenagers. Outside of the office, I am an active member of both my church and my fraternity, Tri Delta. Using my professional background, I support both organizations with their finance needs. Giving my time back to the communities that have provided me with such great support and memories is incredibly rewarding and allows me to remain connected within those communities.
In my free time I love to play tennis, take my dog for long walks, and travel with friends and family. These activities provide me with a perfect balance between my professional responsibilities and personal interests, allowing me to enjoy the best of both worlds.
Julie is associated with AIC in a non-registered capacity.