Julie attended the University of St. Thomas in Houston where she earned her Bachelors and Masters of Business Administration in Accounting. She has many years of experience as a Tax Accountant and received her CPA license in 2003.

She is passionate about helping business owners and individuals navigate tax planning and preparation issues, as well as facilitating interactions and compliance with the IRS and other state and local taxing authorities. She strives to help clients work towards and achieve success in their pursuits. As the wife of a retired U.S. Navy veteran and mother, she understands the importance of adapting to change and overcoming obstacles in pursuing personal and professional goals.

In her free time, Julie enjoys spending time with family and friends and rooting for the Houston Astros. She is also actively involved in her church and volunteering in the community.