Julie Bray, CFP®, CCFS®
Go-getter · DISC type dJulie is the President and Wealth Manager at GW Financial, Inc. , a firm she acquired in 2014. A Certified Financial Planner™ and Certified College Funding Specialist™, she specializes in guiding families through the complexities of college savings and retirement planning. She holds a B. S. in Economics from Southern Methodist University.
Residing in Reno, Nevada with her husband, three children, and two dogs, Julie values work-life balance. She enjoys family adventures like snowboarding, snorkeling, and golfing. She personally practices financial discipline, having completed a "Dry Amazon and Dry Starbucks month" to curb impulse spending.
To improve efficiency for her 120 clients, she hired a virtual assistant to manage her email and scheduling.
Read the full overview →How Julie shows up
They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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