Insurance Strategies, Business Owners, College Funding Strategies, Retirement Income Planning, Business Succession Planning, Estate Planning, Investment Strategies (Reg. Reps Only), Retirement Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
Juliette is a financial planner with True North Advisers, LLC. She started her career in financial services industry in 1990 after graduating with a bachelor’s degree in accounting from University of Delaware. She holds a Master of Education from Endicott College. In addition to being a CFP and a CPA, her licenses include life and health and FINRA (www.finra.org) Series 7 and 66 registrations.
During her tenure in the financial industry, Juliette had various pivotal roles including senior auditor with a Big 4 CPA firm; financial analyst with a Fortune 500 corporation; and as a small business owner since 2006.
Juliette lives in Chesterfield with her husband and three sons and enjoys playing tennis.
Juliette serves as the treasurer on the board of Riverside School, a local private school dedicated to educating students with dyslexia.
* Authorized for accounting services in Virginia and New York. Not practicing on behalf of MML Investors Services, LLC
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*Not practicing on behalf of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. Authorized for accountancy services in the following states: Virginia, New York
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University of Delaware Bachelor of Science Accounting (1989)
Endicott College Master of Education (2007)
Treasurer Board of Trustees Riverside School