Julia joined the Peter Guay team in 2016. As Wealth Management Analyst, she participates in client meetings with Peter, prepares projections, and is responsible for making sure all client needs are met. Julia brings to the team an incomparable level of client service and attention to detail.
Julia has a Bachelor’s degree in business administration with a concentration in finance. She has completed all of her financial planning courses and plans to get the professional designation (Pl. Fin). Julia devotes her remaining spare time to exploring the great outdoors with her two dogs Flash and King.