Headshot Meme.jpg


Julia is an experienced digital and operations professional with a proven track record of ideating and implementing technology innovation in wealth management. She has led 400+ person teams at a Fortune 50 company responsible for everything from strategy to launch of end-to-end digital initiatives for clients and employees. Her team was among the first to launch a mobile app for financial advisors to use with clients while out of the office.  She is a co-author of the Future of Advice strategy, which predicted many aspects of the current digital-advice/hybrid model that is now ubiquitous. More recently she is the author of the concept #GenZDisruption, where she has been asked to speak around the world. 

Prior to financial services she worked at an early social media site for CIOs that was a division of Cambridge Technology Partners. She began her career as a journalist. 

Julia is an ardent supporter of women, serving as the Executive Director of the Women’s Team Member Network for Central Texas; she also is known for her passion of next-generation talent.

Her LinkedIn blog is followed by executives in Canada, the U.S, and U.K. 

She and her family split time between Austin, Texas and Orange County, California. Her three #GenZ-aged boys -- Nick, Matt & Josh -- are an inspiration for her writing on trends such as eGaming going mainstream.