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[\/et_pb_text][et_pb_text admin_label=”BODY – BIO” _builder_version=”4.21.0″ global_colors_info=”{}”]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.<\/p>\n
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.<\/p>\n
Juliann has a love for cats and all animals. During her downtime, she enjoys cooking, reading, and seeing what is trending on social media.[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Juliann_Touchpoint-Wealth-Partners_159-copy_LinkedIn.jpg” title_text=”Juliann_Touchpoint Wealth Partners_159 copy_LinkedIn” align=”center” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” admin_label=”Image – Juliann Trester” module_class=”circular” _builder_version=”4.16″ max_width=”250px” module_alignment=”center” animation_style=”slide” animation_direction=”left” animation_duration=”500ms” animation_intensity_slide=”10%” use_border_color=”off” saved_tabs=”all” locked=”off” global_colors_info=”{}” button_text_size__hover_enabled=”off” button_text_size__hover=”null” button_one_text_size__hover_enabled=”off” button_one_text_size__hover=”null” 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4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
513.898.9100
info@touchpointwealthpartners.com<\/p>\n
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Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA<\/a>, SIPC<\/a> 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<\/p>\n Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":" Juliann Trester Client ConciergeJuliann 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 […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":378,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":" This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p> Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote> ...or something like this:<\/p> The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote>
\n<\/b><\/p>\n