About Julie

I LOVE helping my clients with their healthcare decisions.  I enjoy making what can seem like an overwhelming amount of information and options seem more simple and relevant to each individual client. My background is in Accounting.  I worked both as a CPA and as a small business Controller for many years.  In 2018, I decided that I wanted to help people.  It’s way more fulfilling than crunching numbers!  In my free time, I enjoy fishing, flower gardening, quilting, and reading. And of course, meeting the wonderful people that I serve.   I’m like the old-fashioned doctor – I make house calls.  I can also meet via Zoom or telephone. If you are looking for a local person that cares about you and truly wants to help you understand your healthcare/Medicare options, please give me a call or email me.