Personal Information
As an associate at Tide Creek, Jules primarily works with individuals in need of personal financial planning, retirement income generation, college savings strategies or insurance planning.
Jules joined TideCreek in the fall of 2017. A graduate of Roanoke College, Jules studied accounting and finance while also a member of the varsity lacrosse and club golf teams. Jules is currently a resident of Baltimore, MD.
Education
- Roanoke College, B.S. in Business Administration, Accounting & Finance, 2014
- The College of Financial Planning, Chartered Retirement Planning Counselor (CRPC®) Curriculum, 2016
Designations & Awards
- Chartered Retirement Planning Counselor (CRPC®)
- Investment Advisor Representative