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Julie Jewett, Principal, Estate Planning Professional and Director of Operations, has been part of the estate planning industry since 2008 and is proud to be one of the few Arizona natives serving her community. She grew up in Phoenix and later moved to Scottsdale after meeting her husband.

Julie began her professional journey as a Mortgage Consultant after obtaining her Real Estate License. Her interest in estate planning was sparked after she created her own Family Living Trust, which led her to join a local estate planning firm where she supported clients with both mortgage and estate planning needs.

Recognizing the deep personal and professional reward in helping families protect their assets, Julie transitioned her career to focus exclusively on estate planning. She brings both industry knowledge and a genuine passion for working with people, and she takes great pride in developing and managing her team to deliver exceptional service.