Get to know Julia Smith


Julia Smith

Chief Client Services Officer, Executive Assistant to the CEO

Julia is the powerhouse pillar and everyone’s go-to person who ensures smooth day-to-day operations of the practice while providing superior service to the firm’s clients, prospects and team members. A shrewd wizard in front of or behind the company curtain, she keeps the office running efficiently as a brilliant multitasker and detail-oriented administrator.

As the nerve center for the organization for a few years now, clients have appreciated her reliability to think on her feet as new situations and complexities arise every day in the workplace. Putting clients’ needs first is just as deeply rooted in her culture and at the core of everything she does.

When she’s not pleasing clients or making advisors’ lives easier, she is likewise a masterful “handyman” and is the lone woman in the men’s softball league in Flagstaff, playing catcher for the FTB Vora Financial team. She is a doting grandmother, and a devoted mother and wife. Prior to her stint in the financial world, Julia ran her own furniture business, worked in the retail and F&B industries, and was a skilled mechanic who worked on cars for 15 years.