Julie Lobaza

Julie graduated from Oakland University with a Bachelor of Science in Management Information Systems and Computer Science.  She has spent the last two decades helping businesses set up their infrastructure.  With extensive knowledge in providing IT solutions, financial applications, and data management, she brings a level of expertise that is hard to find in our industry.  She has owned several businesses and is well-versed in running the day-to-day operations involved in moving our company forward.  She used her business background and expertise to help start and grow Rochester Wealth Strategies. 

Her most recent accomplishment was achieving the Accredited Wealth Management Advisor™ designation, allowing her to obtain a higher level of expertise in regards to taxation and advanced planning for high-net worth individuals.  

We value her ability to understand the needs of clients and recognize that each company has its own set of unique challenges to overcome.  With a focus on business owners, she can help with employer-sponsored plans, business succession, and all aspects related to retirement planning.

Julie lives in Clarkston and is happily married with three children and two grandchildren.  Now that all her children have graduated from college, she has found more time to travel and begin new adventures.  Her most recent trips were to Colorado, Pennsylvania and Iceland where she went hiking and camping with family and friends.  She loves volunteering for Leader Dogs for the Blind and is currently hosting a Leader Dog Mom.  She is also actively involved with the Rochester Chamber of Commerce and Neighborhood House.