Who We Are

Julian, one of our talented Financial Planners, graduated from Southern Methodist University with a double major in Finance and Philosophy. He uses these degrees to bring a unique perspective to his role, helping his clients in the process of confidently planning for retirement.

With the support of the GDS Wealth Management team, Julian offers clients personalized strategies for investing, retirement planning, tax optimization, and estate and legacy planning. He is passionate about understanding each client’s unique situation and knows the importance of building positive, trusting relationships with clients. Julian conducts regular reviews with his clients and strives to make sure they have all the information they need to make informed decisions about their financial future. Through his holistic approach to financial planning, Julian dedicates his work to helping clients in their journey toward the financial stability they seek.

Outside of work, Julian is a lifelong soccer enthusiast. He has truly done it all, from playing and coaching to watching professional matches. This love of the sport is shared by his entire family, and it keeps them connected even across state lines. Beyond soccer, Julian also enjoys spending time running and hiking. He’s a born and raised DFW native and has lived in Texas his whole life. Although he’s no stranger to our great state, he looks forward to continuing to explore it in the years to come.