Julia is an Administrative Assistant at Genesis Wealth Management, supporting Heidi Malone and her team with day-to-day operations, account servicing, client onboarding, and administrative support. She is committed to delivering a seamless client experience through responsive service, attention to detail, and clear communication.
Julia earned her Bachelor of Arts in English from Southern New Hampshire University in 2023. She began her career in financial services in marketing before transitioning into account servicing and client support, where she discovered a passion for helping clients navigate important financial matters with confidence and care.
Known for her strong work ethic, organization, and client-focused approach, Julia takes pride in building trust through transparency, professionalism, and thoughtful service.
Outside of the office, Julia enjoys spending time with her husband and their two cats, Sticker and Cranberry, reading, staying active, and playing the piano.
