Judy and her husband Joe together founded Tandem Financial Services, Inc., later renamed Braver Wealth Management, in 1988. She joined Adviser Investments in 2017 as part of the firm’s acquisition of Braver. Judy began her career as a systems analyst with Fortune 500 and 100 companies before joining Laventhol & Horwath, where she was the manager of personal financial planning. She offers individuals, families and trusts a balanced approach to wealth management that seeks both wealth preservation and growth. Among other leadership roles, Judy has been president of the Norfolk/Plymouth Estate and Business Planning Council and served on the Board of Directors of the National Association of Estate Planners. She received her B.A. in mathematics from Douglass College, Rutgers University and a Certificate in Accounting from Bentley College. Judy is an eight-time Five Star Wealth Manager winner.