Julie is a Certified Public Accountant, Certified Financial Planner™ professional, and Certified Divorce Financial Analyst® professional. She has worked in the wealth management industry since 2002, holding various roles. Julie has a special passion for and specializes in helping women achieve financial success, particularly women who are widowed or divorcing.
Julie received both her undergraduate degree in accountancy and her Master of Taxation degree from Arizona State University. After moving to the valley from Denver in 2003, she fell in love with the climate. In her spare time, Julie enjoys hiking, healthy cooking, Bible study, and other reading.
Licenses and Designations
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNERTM Professional
- Certified Divorce Financial Analyst® Professional
- Advanced Divorce Financial Analyst (ADFA™)
- American Institute of Certified Public Accountants
- Arizona Society of CPAs
- Financial Planning Association
- Association of Divorce Financial Planners
- Institute of Divorce Financial Analysts
- Spending time with family
As a Certified Financial Planner™ professional, Kim enjoys helping families build a future through financial planning, investment strategies, tax planning, and getting their legacy plan and appropriate insurance in place. Please feel free to contact Kim with your financial, investment, and tax questions.
Kim 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 has worked in the wealth management arena since 2006 in various roles. Kim enjoys activities with her family including, biking, movies, going to the beach and dancing! Her favorite charities are St. Jude’s Children’s Hospital & Feed My Starving Children.
Carma has worked in marketing and the client service industry since 2012. She ensures the daily operations at Bridge Financial Strategies run smoothly. She is also responsible for planning and coordinating our fun client appreciation events and marketing communications along with many other things.
Carma loves spending time with her family, reading, hiking, and restoring furniture. She sponsors a child through Food for the Hungry and loves mentoring women at Cornerstone Church.
After graduating from Creighton University with a B.S.B.A. in Financial Planning in 2019, Kyle returned to the Valley to be with his family and long-term girlfriend. They recently got married and are enjoying home ownership. He joined our team near the end of 2019 and is growing into a more prominent role in at Bridge Financial Strategies. He chose to pursue a career in financial planning because he is passionate about helping others and enjoys problem-solving. Kyle is studying for the Series 65 exam and plans to pursue the Certified Financial Planner™ designation next.
Kyle loves educating and learning from others. He enjoys listening to podcasts and reading about other successful individuals. In his free time, he likes to spend time outdoors with his friends and family. His favorite activities include hiking, running, snowboarding, and riding ATVs.
Brittany has worked in the customer service industry since 2001. She joined Bridge Financial Strategies in 2020 as part of our Operations team. Brittany is responsible for supporting the team in the areas of compliance and managing our portfolio management software, and she is part of our marketing team as well.
She is dedicated to going above and beyond expectations in serving clients and making a difference on our team. Brittany is often recognized for creating memorable client experiences.
Although Brittany was born in Denver, she grew up in the Phoenix area and now works remotely after recently moving to Harrisonburg, Virginia to be near her grandparents. Her hobbies and passions include playing pool, music, watching horror movies, and loving on her cats, Sandy & Grace.