Julie Moser

Julie is the firm's Client Welcome Specialist. Her main goal is to guide potential clients through the introductory process, helping them take the first steps toward addressing their estate planning needs.

Her core responsibility is managing the initial introductory calls, ensuring every client feels calm and prepared for their planning session. Julie focuses on alleviating any stress or fear about getting started. She also brings a wealth of expertise in organization and customer service, and is a Licensed Notary Public.

Julie's background is rooted in education, specifically early childhood development, where she honed her skills in clear communication and organization. She earned a Bachelor of Science from Robert Morris University, which provided a solid foundation for her current client-focused role.

When she's not working, Julie enjoys her monthly supper club with friends and cherishes her annual trip to the beach in Holden, NC.