Julie Baker

Julie Baker

Operations & Financial Coordinator

Outside of work, Julie enjoys traveling, staying active, and spending time with her three college-age children. She especially loves exploring Europe, with Italy being a favorite destination. 

Fun fact: In college, Julie played women’s club hockey and soccer, experiences that highlight her competitive and team-first mindset. 

Julie Baker is responsible for payroll and administrative operations, bringing accuracy, trust, and care to the foundation of the firm’s infrastructure. She earned her degree in Mathematics from Providence College and his MBA from Suffolk University. 

Julie grew up as the youngest of six children—and is married to the youngest of seven—so teamwork and collaboration have always been a natural part of her life. She takes pride in ensuring the firm runs smoothly and that his colleagues are supported. 

Life is always in motion—your financial plan should move with you.

We’re here to help make sure it does.

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