Julie Keating
Office Manager
Often the first touchpoint for our clients, Julie oversees the day-to-day operations of our office, from answering phones and scheduling appointments to coordinating resources and cultivating a positive and welcoming environment. Julie has also served as our founder’s assistant for many years and directly contributes to the success of our client work. It is because of Julie’s dedication and efficiency that our CPAs are able to remain focused on serving our clients.
Outside of work, Julie enjoys entertaining, cooking, and baking, but what she loves most is spending time with her loved ones, including her travel-buddy husband, children, grandchildren, and crazy French bulldog, Lola.
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Ready to Plan Your Financial Future with Julie Keating?
Contact today to begin! Together, we’ll create a plan that simplifies your financial world and sets you up for lasting success.
