Julia joins the Client Services team at Austin Wealth Management bringing a sophisticated background in administration and client advocacy across the healthcare and nonprofit sectors.
Having previously served as an executive assistant, Julia excels at balancing complex priorities with precision and discretion. Her “client-first” philosophy is backed by a rigorous attention to detail and a commitment to maintaining the highest standards of confidentiality. Julia is dedicated to expanding her financial expertise to provide AWM clients with seamless, personalized service and proactive support.
Background
A native and lifelong Texan, Julia is proud to represent the Texas spirit of fierce independence and love of neighbor. She graduated from West Texas A&M in 2021 and began her career in the Dallas area. She is passionate about advocating for clients and bringing order out of chaos. She is looking forward to elevating the client and employee experience through her role as office manager and client service associate at AWM.
Outside of work, she enjoys thrifting vintage and antique pieces (an old soul), hiking, visiting art museums, and trying new restaurants with friends and family.