Juliann Trester

Client Concierge
Juliann is our Client Concierge and one of the first voices you may hear when you call our office. She is your go-to when you have a question about online access. Juliann also coordinates our events, updates our social media, and is the point of contact for scheduling with Sonya.

Juliann joined our practice in 2019 and has 7 years of customer service experience. She graduated from Miami University in 2018 with a Bachelor of Arts in English literature and a minor in American Studies. She also has Series 7 and 63 licenses.

Juliann has a love for cats and all animals. During her downtime, she enjoys cooking, reading, and seeing what is trending on social media.

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4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com

Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

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