Julia Ullrich serves as a Financial Analyst within the firm’s advisory team. Mrs. Ullrich has over 15 years of experience in the financial services industry. She is passionate about helping clients achieve their financial goals and uses her accounting background to deliver tax-efficient, customized financial plans and investment recommendations to the firm’s clients.
Mrs. Ullrich began her career in public accounting at KPMG. She then transitioned to corporate accounting, where she served companies with up to $350 million in annual revenue. Mrs. Ullrich has extensive experience working on tax strategy and financial statement audits for companies and high-net-worth individuals.
Mrs. Ullrich has a B.S. in accounting from the University of Oregon and is a licensed Certified Public Accountant (CPA).