Broker Check
Julia Waffle

Julia Waffle

VP of Pod Operations

As the Executive Assistant for Principal, Brian Redders, Julia helps to manage Brian's calendar and ensures that all client meetings are scheduled. Julia also manages all of the client meeting debrief letters and confirms that they contain the valuable information required to ensure the clients receive the support that they need, as well as, any necessary meeting follow up action items. Finally, Julia is a key player in developing and implementing important initiatives for the firm so that the team can continue to thrive and grow, and she is the Chair of the firm's Community and Charitable Service Committee. 

Julia enjoys spending time with her husband, her son Declan, and her large immediate family. She also enjoys hiking, peloton rides, binge watching "The Office" with her husband, bonfires, and baking.