Roles and Responsibilities
Julia oversees the firm's operations and its financial professionals, and she works with the health plan carriers for finding insurance products for the clients. She provides training to producers to support and drive their business growth in senior health plan fields.

Career History and Focus
Julia has been in the financial & insurance industry since 2008. She started her journey in the industry working as one of the in-house administrative personnel at City Insurance. She oversaw the senior Medicare business at the Silver City, one of the senior Medicare agencies from 2010. 
Julia joined Allmerits Financial & Insurance Services as one of the partners in 2015 and she became the CEO/President of the new firm, Allmerits HealthCare & Insurance Services from 2021. She has mainly focused on not only individual clients, but also the qualified retirement plans including 401(k) and pension plans for the corporations and institutional clients. 

Professional designations
Julia holds the Financial Service Certified Professional, FSCP® and Certification in Long Term Care, CLTC® Designations.

Organization Activities
Julia currently serves as the board member and the vice president of Korean American Financial & Insurance Association (KAIFPA) from 2023 to 2024. 

Personal
Julia personally loves listening to music and enjoys singing. Julia worked as a tour conductor before coming to the United States, especially in Thailand for five years. She is a Thai food lover.