New Client Services
Julian is a Texas A&M graduate with a Bachelor of Business Administration in accounting. He is also an Investment Advisor Representative.
Julian started his career at M. White and Associates CPA’s and Business Advisors, where he coordinated tax, consulting and accounting efforts to produce financials for high-net worth individuals primarily in the health care sector. He went on to work at Uber Technologies as its first hire on the UberEATS proof of concept in the DFW area, prior to joining the CWA team in 2016.
“I’m in a very privileged position that allows me to introduce new clients to this firm that is committed to their success. Seeing a client leave a consultation excited about their financial future is extremely fulfilling. I love being a part of a dedicated team.”
He is an alumnus of the Madison Scouts Drum and Bugle Corps. He enjoys playing racquetball and mountain biking in his spare time.