My mission is to provide reliable support and seamless communication, ensuring every client feels confident and valued throughout their financial journey. I’m dedicated to building genuine relationships through trust, transparency, and personalized service.
Credentials, Experience & Education
- 15+ years of administrative and client relations
- 8+ years of building lasting client relationships through trust and clear communication
Role within Aspire Wealth Partners
- Initial point of contact for clients
- Appointment scheduling
- Clerical and operational support
- Client support services
Personal Interests
- Tucson native who loves spending time with her family
- Hiking and exploring the great outdoors
- Volunteers at Pima Animal Care Center & Habitat for Humanity
juliearney@aspirewealthaz.com