Julia is the a Swiss/Texan theater actress who, through a very strange series of events, ended up co-owning a financial planning firm with her husband Philip.

Spending several years in the mortgage industry gave her number-crunching confidence and a unique insight into real estate and lending. She’s also a self-professed foodie, budget-wizard, yogi, a vintage-clothing collector and has owned several of her own businesses.

 

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