Julie Snyder joined Duncan Financial Group in March 2019. She began her career managing behind-the-scenes details with several local firms, which gave her valuable experience and revealed her passion for guiding families with wealth management and financial planning strategies. With a background in both Insurance and Financial Services, she offers a unique perspective and a simplified process for addressing financial challenges in manageable steps.

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Julie is a graduate of Penn State University and a CFP® professional, holding Series 6, 63, 65 and 7 licenses as well as Life & Health and Property & Casualty Insurance licenses.