Julie Hall, CFP®, MSF

Director of Financial Planning

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Julie Hall has over 17 years of experience as a financial advisor. In her current role as Director of Financial Planning, Julie leads our financial planning committee and works with clients to design and implement personalized financial plans. She is a member of the Financial Planning Association of Michigan and holds the CERTIFIED FINANCIAL PLANNERTM designation.

Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration (BBA).  She later earned a Master’s in Finance (MSF) from Walsh College.

Describe the longest road trip you have been on?

My grandparents spent time taking their grandkids on summer vacations. They took my cousin Elizabeth and me on a two week trip out west. After flying to Utah, we drove north to beautiful Alberta, Canada where we intentionally encountered a glacier, and then unintentionally encountered a grizzly bear! Afterward, we drove south to San Francisco. It was a long drive, but the scenery was beautiful. My grandparents gave us some wonderful memories.

 Describe one thing you loved growing up?

My mother’s home cooked meals. Once I became a “grown-up,” I learned very quickly how much I appreciated having a Mom that always prepared great meals even when she was busy working herself at times.

What is the biggest lesson you have learned from a client?

Seek to understand, rather than to be understood.


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