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Our Team

 

Julie's Story

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


Hobbies 

  • CrossFit 
  • Reading
  • Spending time with family

 

    

Carma Hall

Client Service Coordinator

480-378-2383 x102

877-395-1502

Carma is our newest team member. She has more than twelve years of client service and relationship building experience in several different industries. She prides herself in making each client feel valued and important.

Carma loves spending time with her family, reading, hiking and restoring furniture. She sponsors a child through Food for the Hungry and she also loves mentoring women at Cornerstone Church.

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 camping, 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.