Julie delivers excellent client service combined with a keen knowledge of finance, tax and accounting. Whether acting as Sawmill’s CFO or helping a client achieve a financial goal, Julie is efficient, timely and accurate. She has extensive family office experience ranging from financial planning to analysis and implementation of tax and accounting requirements. Julie also draws upon a broad business knowledge gained from years of experience as an audit manager with a “Big Four” accounting firm and as a controller of a manufacturing company.

Education:

Villanova University, B.S. Accountancy

Professional Certifications:

Certified Public Accountant