The way we think about money is often shaped by our families, culture, and experiences growing up—and sometimes those beliefs can hold us back. In this workshop, we’ll unpack common negative money beliefs, explore how our backgrounds can influence our relationship with finances, and learn how to build a healthier and more confident money mindset. Whether you’re navigating college, your first job, or becoming financially independent, this workshop will help you rewrite the money story you’ve been told and create one that supports the future you want.

Register HERE.

Meet Jullie

Jullie has more than 18 years of financial advising experience. As senior wealth advisor, Julie utilizes deep financial services knowledge to enhance the client experience for Weaver Capital Advisor clients. She works collaboratively with clients to solve problems and identify gaps, taking a data driven approach to increase confidence about achieving both short and long-term financial goals. With an emphasis on estate planning, Jullie brings market expertise and a thorough approach to understanding her clients’ full financial picture, leveraging Weaver’s open architecture platform as the foundation for long-term success. Jullie has deep experience working with clients in the technology and medical sectors, focusing on company stock planning, planning for liquidity events and transition planning. Jullie is also a passionate advocate for financial literacy and believes that each conversation should be centered around education and a clear understanding about how life layers onto finances.

Before joining Weaver, Jullie served as VP Financial Consultant at Charles Schwab, where she led business plans, built relationships and drove business development. Jullie earned a Bachelor of Arts in mass communication and philosophy from Carleton University in Ottawa, Canada.