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Julia Cooney

Julia Cooney

Senior Client Support Specialist

Julia Cooney serves on our team by managing Jay’s calendar as well as the seamlessly facilitating the onboarding process for all new clients.  Her coordination between the client and Jay as well as the financial institutions we do business with enables our team to provide the families we serve with a comprehensive analysis of their financial situation. This is done through completing a full, independent financial audit with Jay for the individual, family, or small business which she coordinates for Jay and the clients. Before joining our team, Julia worked as an Assistant Branch Manager at a local bank in the Seacoast area and managed their retail training program.  She also has an extensive retail background that enables her to provide an outstanding level of service to the families we are blessed to serve.  Julia lives in Dover, NH with her husband, Brendan.  Along with serving at their local church, Julia enjoys golfing and spending time with family.