Meet Julia
Julia is a Client Service Specialist at Goldstein Advisors. She prides herself on her ability to deliver exceptional customer service to clients as she supports our advisory team. Julia holds a B.S. in Economics from the University of Wisconsin-Madison and has a very global perspective that has been enhanced by her studies abroad and her conversational proficiency in Spanish.
Julia was raised on her family’s farm where she developed a very strong work ethic, integrity, and ability to work as part of a team. She also gained experience as a Client Relations Specialist and Accounting Associate at her previous employer where she led onboarding for a large volume of clients and processed high volumes of invoices. This position required extreme attention to detail and helped develop her problem-solving abilities.
Outside of her professional life, she is passionate about fitness, reading, and lifelong learning. She is honored to support the talented team at Goldstein Advisors and contribute to the success of the clients we serve.
Education
- University of Wisconsin-Madison – B.S. in Economics