Julia joined the firm in January 2023 as a Senior Tax Associate. She brings many years of experience and a diverse background in accounting and taxation, ranging from small CPA firms to Big Four and most recently with a tax law firm. Julia is a Certified Public Accountant. She received her BSBA in Accounting from Northeastern University, a Master of Taxation, and a Certificate in Financial Planning from Bentley University. She lives with her family in Littleton, Massachusetts. Julia enjoys spending time with family and friends, gardening and volunteering.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Financial Planning
Estate Planning
Investment Management
401(k) Advisory
Tax Services
Retirement Planning
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