Julie is the President and a Client Wealth Manager at GW Financial, Inc. She joined Glenn Woody Financial Consultants, Inc. (GWFC) in December of 2010 while she completed the coursework required to sit for the CERTIFIED FINANCIAL PLANNER™ designation. She and Glenn began succession planning after she passed the exam in early 2012. Julie acquired GWFC in June 2014. She continues to service the firm’s clients, operate the day to day management of the firm and lead the Investment Advisory Panel.
She previously served at Pacific Investment Management Company (PIMCO) working in the municipal bond arena helping ultra-high net worth families and clients. She also worked at Brown Brothers Harriman, in New York, as a Municipal Bond Trader. She served as a Portfolio Manager and Assistant Vice President.
Julie earned her bachelor of science degree in economics from Southern Methodist University in Dallas, Texas. She completed her Certificate in Financial Planning through University of California, Irvine.
Julie is active in the local chapter of the Financial Planning Association. She has served two terms as the Program Committee Chair. Her committee facilitates bringing in quality speakers to educate planners and affiliates on important and relevant financial planning issues. Julie is a member of the National Association of Personal Financial Advisors (NAPFA), an organization which supports fee-only financial planning and the fiduciary standard of professional care. Julie also lends her expertise and presents at the "It's Your Money" educational workshop, a national award-winning series started by Peter Kote in 1993.
Julie and her husband Paul live in Laguna Hills with their two children and two dogs. They are always planning for another adventure be that surviving the weekend, snowboarding in Mammoth, snorkeling in Hawaii or traveling to visit family in England. They have traded in century bike rides, triathlons and marathons for teaching their kids to ride bikes, playing in the pool and searching for work/life balance.
Scott Anderson is the CFO and Vice President of Tax Strategies for GW Financial, Inc. He earned his MBA from Stanford University. He has spent over 40 years in corporate accounting and finance. His past experience includes several entrepreneurial opportunities in venture capital startups and corporate turnaround situations. He has served as Chief Financial Officer for two emerging public companies.
After attaining his CPA, CFP® and EA certifications, he began an active practice in tax, financial and investment planning for individuals and small business owners.
For over 40 years, Scott has been teaching the introductory accounting courses in undergraduate and graduate programs at several local colleges and universities. Currently he serves as Adjunct Professor in Accounting at Chapman University.
Previous to Scott’s financial career, he earned an undergraduate degree in Chemical Engineering from the University of Pennsylvania on a Naval ROTC scholarship. He received his Masters in Chemical Oceanography from the Scripps Institution of Oceanography at the University of California, San Diego. While on active duty in the Navy he served in Vietnam, where he received several decorations. He was also a Navy Admiral’s aide in Washington, D.C. during the summer of Watergate. He left the Navy to pursue his MBA studies.
Scott and his wife live in Newport Beach, California. They have three married daughters and five delightful grandchildren.
Tara Lewis is our Client Services Associate and Operational Specialist. Tara takes care of your money movement requests and schedules our phone calls and client meetings. Tara coordinates our account paperwork and manages the completion of your Required Minimum Distributions (RMDs). She has been with us since 2014 working hard for our clients in our office as well as studying to be a financial counselor in the future.