Co-Founder Julie VanTilburg, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 20 years of investment management and financial planning experience. She graduated with distinction from Indiana University, earning a Finance degree and the University’s Outstanding Achievement in Economics Award. She began her career as an investment analyst at Lincoln National Corporation, making buy and sell recommendations, visiting CFOs of publicly held companies and working with other Wall Street analysts. During that phase of her career, she provided investment advice and analysis for bond portfolios valued in today’s dollars in excess of $80 billion. She joined Lincoln Financial Advisors in 1998 and continues to use it as the broker-dealer for Athena Wealth Strategies. She now works with clients who have a minimum of $500,000 of investable assets.
Yes, I believe that we are all one on this planet – people, animals and botanical organisms. One for all and all for one. I wish to do more someday for the greater community. Some of what I’ve done so far includes serving as a board member for the West Contra Costa Public Education Fund and a volunteer for the Washington Elementary School “Many Hands” project. Both programs give children an opportunity to grow and achieve their potential.
I’m an avid outdoors person and enjoy backpacking, cycling and hiking. Most of my volunteer time now is spent leading backpack trips for Sierra Club, following John Muir’s philosophy that people will fight for what they love. Currently, I am the finance officer for the Sierra Club’s California / Nevada regional committee. My cycling adventures have included riding from San Francisco to Los Angeles on an AIDS fund-raising ride and participating in the Annual Leukemia and Lymphoma National Team in Training fund-raising bike ride around Lake Tahoe.
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Securities: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors. CRN2995395-031320
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200