Since his early years in high school, Julian has been committed to executing on sound and effective personal financial management principles. This personal desire to make smart financial decisions has become a passion to share and help others in building legacy wealth through effective strategies.
Julian is a graduate of the United States Military Academy at West Point where he earned a degree in Economics and served as a captain of the Army basketball team. Prior to joining WestPac Wealth Partners, Julian served as an active-duty Army Officer for 8 years; deploying to multiple operations in Afghanistan, Iraq, Jordan, Kuwait, and Qatar. He currently serves as a Captain in the US Army Reserves.
Julian brings a unique perspective to WestPac Wealth Partners clients. His previous experience in the military and current experience as a multi-business owner has led to knowledge in multiple asset classes as well as risk management strategies. His immersion in a variety of locations has connected him to clients and their families across the country. He possesses the management skills that have led to strategic financial investments in numerous areas, such as real estate, private equity, capital investments, and ownership in multi-industry businesses. Julian’s passion is to share and assist others in building legacy wealth through effective strategies. He holds immense pride in helping others implement strategies to lead them to a more confident financial future. He focuses on serving as a financial guide for military personnel and business owners; both areas where he can offer guidance from his personal and professional experiences.
Aside from guiding his clients to financial confidence, Julian is dedicated to health and fitness, enjoys traveling, shooting hoops (basketball), and relaxing on the beach.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | 2023-154067 Exp. 04/25