Meet our Advisor:

Julie Haers

Text_2 | 585.703.0245

my story

In 2014, my lifelong friend challenged me to stop playing it safe; she urged me to pursue my dream of owning my own business and truly helping individuals and business owners through life’s many twists and turns. On a leap of faith and with tremendous determination to make a difference in the lives of others, I started this journey in financial services. I’ve never looked back.

A lot of people think that financial professionals are motivated by money – most of us truly love helping others succeed. I am passionate about helping people solve their financial issues. For example, it gave me tremendous joy when I was able to help a client avoid foreclosure on her home.

I am especially passionate about helping women with their money questions and concerns; I founded a Rochester–based group called EVOLVE. We offer fun, quarterly educational workshops and events.

I was born and raised in Rochester, and I love living in the nearby town of Perinton, NY, where I spend time with family; we frequently work out together and are big travelers, exploring the US and the Caribbean.

You should know

Coffee is my go-to beverage; caffeine and I are old friends. If I weren’t a financial professional, I’d be a motivational speaker and trainer. I recommend that everyone read Gabrielle Bernstein’s “The Universe Has Your Back.” It really resonates with my philosophy.

fun facts

Song that never gets old

“Every Day I’m Hustlin’”

Guilty pleasure


Bucket list destination


Wish I knew

How to speak Italian

book a class with julie
Julie Haers

Females and Finance


Online Class | 6:00PM - 7:00PM EST

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