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Our Team

 

Julie is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Divorce Financial Analyst® professional with over 17 years of wealth management experience. Julie has an extensive background in financial planning, investment management, divorce planning, estate planning, risk management, and tax planning and compliance. 

Julie’s passion and expertise is in helping women achieve financial success, particularly women who are divorcing. A strong advocate of empowering women about money and a woman who has experienced divorce herself, Julie’s mission is to help women overcome the unique challenges they face to successfully achieve financial security.

Julie received both her undergraduate degree in Accountancy and her Master of Taxation degree from Arizona State University. She began her career with “Big Five” accounting firm Arthur Andersen and also gained professional experience with one of the Valley’s largest wealth management firms, serving high net worth families.

Originally from Denver, Julie has called the Valley home for more than twenty-five years.

 

Licenses and Designations

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNERTM Professional
  • Certified Divorce Financial Analyst® Professional
  • Advanced Divorce Financial Analyst (ADFA™)

 

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Arizona Society of CPAs
  • Financial Planning Association
  • Association of Divorce Financial Planners
  • Institute of Divorce Financial Analysts

Julie's interests include hiking, CrossFit, reading and spending time with family. She also serves as a financial coach with Christ's Church of the Valley.
Hobbies 

  • Hiking 
  • CrossFit 
  • Reading
  • Spending time with family

 

    

Erin Wellendorf

Client Service Coordinator

Erin earned her B.S. in Accountancy from the University of Phoenix.  With over ten years experience working in a number of large accounting and finance organizations, Erin prefers the more personal relationships with the clients she serves at Bridge Financial Strategies. 

Erin has a passion for animals and provides foster care for dogs. She also enjoys hiking and paddle boarding in her spare time.

Kim Morton, CFP®

Director of Client Services

As a CERTIFIED FINANCIAL PLANNER™ professional, Kim enjoys helping families build a solid future. Kim has worked in the wealth management arena for over 13 years.  She graduated from Arizona State University in May 2005 with a B.S. in Business Finance, studying financial analysis and corporate finance as well as accounting.  

Kim enjoys activities with her family like hiking, biking and going to the beach. She also has a passion for supporting her favorite charities like St. Jude's Children's Hospital and Feed My Starving Children. 

Lisa Humbert

Director of Operations

Lisa joined the Bridge Financial Strategies team in March of 2017 and has over 22 years of experience in the banking industry.  Her primary roles were in management, operations, and customer service. She also has experience as a Real Estate Appraiser.

Some of Lisa's favorite activities are hiking, riding motorcycles and enjoying her family.  Her favorite charities include Compassion International, Blood Water, and I-Empathize.