Julia Davis

“It was never the right time or it was always the right time, depending on how you looked at it.” 

– Ann Patchett, Bel Canto 

At the heart of financial planning is the belief that with the right guidance, people can navigate uncertainty and build lives rooted in intention and resilience. That belief is deeply personal to me. After the loss of my husband, I experienced firsthand the impact of having a trusted financial partner—someone who could walk alongside me during a pivotal transition and help shape a new path forward for me and my children. That experience led me here.  

I bring nearly two decades of professional experience to my work, much of it spent in education. Roles as a middle school math and special education teacher, instructional leader, and leadership coach for school and district leaders across the country sharpened my skills in goal setting, data analysis, and thoughtful communication. I’ve been able to apply these tools to a new career, and they’re now central to my work in financial planning. 

Outside of work, I’m a mom of two boys, an avid reader (especially detective novels), and a fan of soccer, pickleball, and spontaneous game nights. I enjoy spending time with my extended family, soaking in the calm of lake weekends, and staying active in my community.