Juli-Ann is truly in her Element when she is making a positive impact in the community and in other people’s lives. After 19 years in the financial industry with positions in relationship, depository and treasury management, joining Element Wealth opened up a new opportunity for her to truly pursue making that positive impact.
“When a friend introduced me to Jeremy, I knew I had found a way to express myself creatively and help a business flourish. It also enabled me to broaden my exposure to the community around me,” she says. “Element – and Jeremy – offered the perfect opportunity for me to utilize my broad range of knowledge of the financial world to help lay the groundwork for a company dedicated to the ‘why’ in life.”
In her daily role, Juli-Ann is dedicated to finding the best fit to accommodate the needs of Element’s clients. As an experienced financial services professional, she knows the importance of being adaptable and finding appropriate solutions to clients’ ever-changing needs. She is dedicated to making the company one that clients and employees are proud to be a part of.
“Knowing that I provide the best possible client service and that I am part of a team that eventually prompts our clients to refer us to potential new clients is just one important key to the growth of our firm,” Juli-Ann says.