VISION CAPITAL PARTNERS - Key Persons
Job Titles:
- Advisor and Director of Financial Planning
- Member of the Financial Planning Association
Julie has strived to help clients make smarter decisions with their money for 20 years. Julie has served as an advisor and director of financial planning throughout her career. She feels privileged to listen as clients share...
Julie has helped clients make smarter decisions with their money for over 20 years. Julie has served as an advisor and director of financial planning throughout her career. She feels privileged to understand her client's vision, values, and goals for their money and to be able to partner with them to provide ongoing financial clarity throughout all phases of their life. The following are ways that Julie delivers value to her clients:
Financial life organization
Financial planning (all areas)
Proactive, holistic, tax-sensitive approach
Portfolio management
Ongoing coordination with your team of professionals
Accountability and behavioral coaching
Personalized, actionable advice that is delivered with care
Time-saving
Peace of mind
Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration in 2002 (BBA). She later earned a Master's in Finance (MSF) from Walsh College, specializing in personal financial planning in 2009. Julie also obtained the CERTIFIED FINANCIAL PLANNER ™ Professional designation in 2009 and the Certified Financial Therapist™ Professional designation in 2021.
Julie is a member of the Financial Planning Association and the Financial Therapy Association. Julie serves on the board of the Financial Planning Association of Michigan as the Michigan Membership Chair and Michigan President for 2024.
Julie, her son Owen, and their dog Jones reside in New Hudson, Michigan. Julie's adult daughter, Emma, resides in Wylie, Texas, with her family, including her beautiful granddaughter, Eve.
Pat joined Vision Capital Partners in the summer of 2022 when he moved to Southeast Michigan from the Boston area. Before that, he worked as a portfolio consultant at Affinia Financial Group, overseeing trading, research, portfolio management, and investment due diligence. Before that, Pat spent several years working for Ayco/Goldman Sachs as a trader and an analyst for ultra-high-net-worth clients. He also spent the first years of his career at State Street in Boston.
Pat holds an undergraduate degree in business with a concentration in marketing from the University of New Hampshire, where he was a 4-year athlete and captain of the rowing team. He also holds an MBA from Villanova University's School of Business with dual concentrations in finance and strategic management.
Outside of work, he enjoys sailing on Lake Michigan in the summer and skiing in the winter. Pat is a native of upstate New York and lives with his wife in Ann Arbor.
Prior to founding Vision Capital Partners, Tom was affiliated with Lincoln Financial Advisors as a registered representative. For two of those years, he was the Regional Director of Investments for the Great Lakes Region where he...