Welcome Team Supervisor
Julia studied at California State University, San Marcos as a Business Major. She is well versed in Business Management and Client Relations, having been deeply involved in multiple family businesses and positions of leadership in Corporate Business for nearly a decade.
She has had extensive and immersive experience in the Trust Administration and Estate Planning field, first as a Trust Account Manager, and later at Shoup Legal as a Client Transition Specialist. She understands the importance of assisting the families we serve and works hard with her teammates to ensure our clients are always satisfied.
In her free time, Julia enjoys reading, baking, and spending time with her family in Winchester.