Julia Lindberg is dedicated to helping clients achieve their financial goals through thoughtful planning and personalized guidance. Julia holds an insurance license, enabling her to offer a full complement of financial services to her clients.
Julia graduated in 1997 with a BA in speech communications from the University of Illinois at Urbana-Champaign. She began her career in mutual fund trade processing at Edward Jones Investments in St. Louis, Missouri. In 1999, Julia became a financial advisor and relocated to Eugene, Oregon, where she operated an Edward Jones branch for more than 10 years before establishing her independent practice in 2010. In 2024, she joined &Partners. Julia specializes in working with women in transition and small business owners.
Julia loves spending time with her husband, Mark; daughter, Annika; and son, Joren. Together, they enjoy exploring the outdoors and camping throughout the Pacific Northwest. Julia is also an active volunteer through First Congregational, U.C.C., in Eugene, and is entering her ninth year as her daughter’s Girl Scout leader, where she enjoys teaching young women about entrepreneurship through the cookie program.
Julia considers it a tremendous privilege to support her clients in pursuing their financial goals and finds great satisfaction in helping see those goals come to fruition.
