Julian is a CERTIFIED FINANCIAL PLANNER at GDS Wealth Management. He graduated from Southern Methodist University with a double major in finance and philosophy. He draws on this academic background in his work with clients as they plan for retirement.
With the support of the GDS Wealth Management team, Julian works with clients on strategies related to investing, retirement planning, tax considerations, and estate and legacy planning. He takes the time to understand each client’s individual circumstances and values building long-term client relationships. Julian conducts regular reviews with clients and works to ensure they have the information needed to make informed decisions about their financial plans.
Through a holistic planning approach, Julian supports clients as they work toward greater financial clarity and long-term objectives.
Outside of work, Julian is a lifelong soccer enthusiast. He has been involved in many aspects of the sport, from playing and coaching to watching professional matches. This love of the sport is shared by his entire family, and it keeps them connected even across state lines. Beyond soccer, Julian also enjoys running and hiking. He’s a DFW native, born and raised, and has lived in Texas his whole life. Although he’s no stranger to Texas, he looks forward to continuing to explore it in the years to come.