Juliette is a financial planner with True North Advisors, LLC. She started her career in the financial services industry in 1990 after graduating with a bachelor’s degree in accounting from University of Delaware. She holds a Master of Education from Endicott College. In addition to her CFP® and CPA* designations, her licenses include life and health and FINRA (www.finra.org) Series 7 and 66 registrations.
During her tenure in the financial industry, Juliette had various pivotal roles including senior auditor with a Big 4 CPA firm; financial analyst with a Fortune 500 corporation; and as a small business owner since 2006. Juliette lives in Chesterfield with her husband and three sons and enjoys playing tennis. Juliette serves as the treasurer on the board of Riverside School, a local private school dedicated to educating students with dyslexia.
* Authorized for accounting services in Virginia and New York. Not practicing on behalf of MML Investors Services, LLC