Julian graduated from Cornell University with a bachelor’s degree in a dual major of applied economics and management and policy analysis and management, with a concentration in finance. Julian also competed for the Big Red as a member of the Division 1 wrestling team and sprint football team. Prior to graduating, Julian interned for several wealth management firms and investment advisors in different roles.
Julian has had a lifelong passion for wealth accumulation and loves helping his clients achieve financial independence through a wholistic planning approach. Julian believes that in a complicated economic landscape the best defense is a good offense, and a proactive approach towards wealth accumulation and protection is the best strategy in order to help individuals and businesses achieve their goals.
Outside of the office Julian enjoys golf, Cooking, fitness, snowboarding, surfing, spending time outdoors, MTG, traveling, spending time with friends and family, and all things competitive.
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