Julie Lobaza

Vice President
Wealth Manager

Julie graduated from Oakland University with a Bachelor of Science from the School of Business Administration.  She has spent the last two decades helping businesses improve their operations and bottom-line.  With extensive knowledge in financial applications, accounting, and creating business efficiencies, 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.  As a founding member, her expertise has been essential to the growth of Rochester Wealth Strategies.

We value her ability to understand the needs of clients and recognize that everyone’s economic and life situation is unique.  Her personalized service helps to match clients with the products and services that are truly in their best interest.  Whether the client’s current goals involve purchasing a first home, financing a child’s college education, planning for retirement, or transitioning from the sale of a business, she can advise on making the best decisions with your money.

Julie lives in Clarkston and is happily married with three children.  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 also loves volunteering for Leader Dogs for the Blind and is currently hosting a Leader Dog Mom and her puppies.