About Juli-Ann
A Trusted Partner for Your Financial Journey
I built my practice on one belief: that every person deserves honest, personalized financial guidance — not a sales pitch.
My story
Why I Became a Financial Advisor
I am a Senior Executive Financial and Insurance Advisor with Lawe Insurance Brokers. I didn't come to this career by accident. I watched people I care about make financial decisions without the right guidance — and face the consequences. That experience shaped everything about how I work.
I am a qualified Financial Services Certified Professional (FSCP) and a globally recognized advisor (MDRT). For over 13 years, I've helped families, business owners, and retirees build financial plans that actually reflect their lives. Not cookie-cutter solutions, but strategies built around real goals, real concerns, and real circumstances.
My approach is simple: I listen first. I ask the questions most advisors skip. And I give you the honest picture — even when it's not what you were hoping to hear — because that's what real guidance looks like.
What I stand for
The Principles Behind My Practice
Honesty Above All
I'll always tell you what you need to hear, not just what you want to hear. Your financial future depends on clarity, not comfort.
Relationships First
I'm not here to sell you a product. I'm here to build a relationship — one that grows and adapts as your life does.
Personalized Always
No two clients are the same. Every plan I create is built from scratch around your specific situation, goals, and timeline.
Long-Term Thinking
Good financial planning isn't about quick wins. It's about building something that lasts — and I'm here for the long haul.
Credentials & expertise
Qualified. Experienced. Committed.
13+
Years of experience in insurance and financial planning
500+
Families, individuals, and businesses guided
Licensed
Life & health insurance, investment products
Ongoing
Continuing education to stay current with industry changes
"My goal is simple: to be the advisor I wish everyone had access to."
Ready to Work Together?
The first step is a conversation. Book a free, no-obligation consultation and let's talk about where you are and where you want to go.