Julianna Czech joined Matt’s team in the fall of 2017, with a B.S. in Human Development and Family Studies and a M.A. in Gerontology. She has over a decade of experience in social services, managing group homes, home care services, coordinating healthcare, benefits, and housing for low-income seniors and adults with disabilities.
A new career in the financial world was found after Julianna’s husband passed away with two young sons at home. She received a crash course in financial planning for retirement, as her husband had been the primary manager. Julianna brings her personal experience as a widowed client navigating Social Security, life insurance, working with lawyers on unexpected events like probate and a written will.
Matt has coached her in the financial industry, both as a client and as a new professional. Julianna advocates with Matt for each client or couple to be involved in the financial planning process and prepared for unexpected life events.
Julianna primarily works from her home office. She handles account openings, documentation, scheduling, technology, and manages the office so Matt can focus his time working directly with clients.