Julie E. Hall, CFP®, MS-Finance
You are never too old to set another goal or to dream a new dream. C. S. Lewis
Julie E. Hall, CFP® joined The Center in January 2011 as Director of Financial Planning. Previously, Julie worked for Lincoln Financial Advisor’s National Planning Department. She was responsible to help Advisors grow their practices, train their staff, and act as a liaison with Planners and other planning staff throughout the country. Via promotion, Julie worked on the National Advisory Services Team working specifically on client cases with complex financial and family dynamics.
Julie migrated with a group of advisors to a boutique financial firm in 2009 as Director of Planning.
Julie earned a Bachelor of Business Administration from Eastern Michigan University in 2002. She obtained the Certified Financial Planner™ professional certification in November of 2008 and a Master of Science in Finance from Walsh College of Accountancy and Business Administration in 2009.
Her faith, family, puppy and meaningful work get Julie up every morning. Keeping active with golf, biking, walking and jazzercise, helps to work off the must-have Italian food from Alfoccino's (their secret is in the sauce).
Julie is a contributor to the Money Centered blog. Read Julie's posts here.
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