Julia Thorman, CFP
Certified Financial Planner
Julia Thorman is a Certified Financial Planner. She has a Bachelor’s of Business from the University of Texas in Austin and has worked in the financial services industry for 35 years. She began her career in banking in 1984, worked in institutional sales for 18 years and transitioned to the financial planning field in 2001. She holds both the General Securities Representative (Series 7), and the General Lines Agent (Life, Accident, Health and HMO) licenses with LPL Financial.
Julia and her husband, Jeff, live in McKinney and have raised four daughters. They are active serving in their church, with Joni and Friends Special Needs Ministry and in homeschool sports. Jeff and Julia began a new journey in 2019 fostering through Buckner International and are providing a home to two young children.