Julie La Macchia, Owner

Julie is passionate about allowing seniors to live their lives to the fullest. Often health or other factors preclude individuals from maintaining independence; thus, assistance is necessary.   Julie has years of knowledge and experience in the financial services industry as well as dealing with health related issues based on family history of illness and recovery.  She is a dedicated individual with a personal understanding of how to assist others through difficult transitions in their life.

Julie’s financial experience consists of 10 years as Director of Operations for a Wholesale Mortgage Banker, a Financial Services Associate and an Independent Health Insurance Agent.  Her  financial background and personal experiences provide the foundation necessary to provide clients with experience, compassion and results.

Credentials:

BBA Degree, UW Whitewater, Finance Major, Psychology Minor

Licenses:

Life, Accident & Health Insurance

Real Estate Broker’s License

References Available Upon Request