Hi, I’m Julia.

I am a CERTIFIED FINANCIAL PLANNER™, an Accredited Behavioral Finance Professional™️, and the founder of Ryerson Financial.

I started Ryerson Financial to make financial planning more accessible to families and individuals who struggle to find unbiased financial advice. After working in financial services and wealth management for most of my career, I found myself frequently frustrated by the opaqueness of the industry. I observed that the complicated investment products and confusing account types did not foster client understanding. Ryerson Financial was born to empower clients and simplify the financial planning experience.

My goal is to help clients prioritize financial health amidst the competing demands of life. As an advice-only financial planning firm, I focus on teaching clients the skills to effectively manage their finances. I work with individuals and families interested in taking control of their unique financial stories.

Outside work, I spend most of my time with my husband and three kids. We live in Houston, TX, where I enjoy reading (or listening!) to a broad array of books, staying active, and volunteering at my children’s school.  I also serve as a volunteer financial coach with Savvy Ladies.

Why the name Ryerson Financial?
Ryerson is my grandmother's maiden name. She was an ambitious and accomplished woman who lived during an era when women often did not have a seat at the table in the business world. However, she never let that fact slow her down. She inspired me to think bigger, try to change the world for good, and always work to have my voice heard. Ryerson Financial was named to honor her legacy.