A Certified Financial Planner and business owner, Julie brings over 20 years of financial experience to Lake Forest Graduate School of Management, where she teaches courses in investments and entrepreneurial finance.
Julie is the president of Aspire Planning Group, a company she founded in 2014, where she leads a team of people focused on helping clients achieve long-term financial goals through comprehensive financial planning and investment management. She has grown her business from zero revenue to $600,000, with assets under management of $70 million.
Prior to starting her own business, Julie held auditing, finance and business development roles at Waddell & Reed, Baxter Pharmaceuticals and TAP Pharmaceuticals. She is also the founder and director of Twelve Oaks Foundation, whose mission is to provide a resource that will help defray the cost of sports and community programs for children of families suffering financial hardship.
Business Leader Faculty® Since 2017
Aspire Planning Group, LLC
Founder and Director
Twelve Oaks Foundation
Waddell and Reed Financial Services
- Master of Management
UNIVERSITY OF ILLINOIS
- Bachelor of Science
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