Juli joined HB Wealth in January 2025 after 11 years with WMS Partners. In her current role, she supports HB Wealth’s Family Office division’s advisory team, providing concierge services to client families and managing special projects.
Prior to HB Wealth, Juli spent 26 years in retail marketing with Harte-Hanks. While at Harte-Hanks, Juli held various roles including Vice President of Client Services, where she managed a national staff of 30 client service personnel.
Juli has been an active volunteer in her local community as a volunteer and board member for Loyola Blakefield Aquatics, Hampton Pool, Hampton Elementary School, and Lutherville-Timonium Recreation Council.
Juli earned a Bachelor of Arts in Business Administration from Loyola University in Maryland.
In addition to spending time with her family and friends, Juli enjoys reading, traveling, gardening, practicing yoga, and playing pickleball.