Julianne is a Financial Advisor at Cornerstone Planning Group, operating under her firm, Dream Big Wealth Strategies, based in Worcester, Massachusetts. She works with what she calls “dream-chasers and world-changers” (people committed to making a positive impact) helping them align their financial decisions with personal missions rooted in family, philanthropy, and meaningful goals.

Julianne takes a highly collaborative approach with her clients, believing it’s important they understand how their financial plan works, not just the outcome it produces. She focuses on education, transparency, and shared decision-making so clients feel empowered and confident along the way.

What keeps Julianne passionate about this work is the deep trust her clients place in her. Being invited into their lives in such a personal way – and often becoming “like family” – is the most meaningful part of her role.

Beyond work, Julianne is deeply committed to animal rescue and travel. She is on a personal quest to visit all seven continents and finds purpose in giving back to organizations that protect and advocate for animals.