Broker Check
Julianne Smith

Julianne Smith

Co-Founder/Marketing Director

Meet Julianne, our Co-Founder and Marketing Director, the driving force behind our family-owned business. Her unwavering support and inspiration played a pivotal role in Undrea's pursuit of his dream – establishing a business dedicated to improving the financial well-being of our community members, enabling them to retire comfortably.

Originally hailing from the Midwest, Julianne has proudly called Arizona home for over 15 years. Together with Undrea, she shared a vision of creating an agency grounded in honesty, transparency, and unwavering integrity.

Julianne is a graduate of the University of Wisconsin in Milwaukee, holding a Bachelor of Business Administration-Marketing degree. She is also a state-licensed insurance agent, bringing a wealth of knowledge and expertise to our team.

In addition to her professional achievements, Julianne is a devoted mother of four and a co-founder of our successful small business. Her ability to strike a harmonious balance between work and family life is truly admirable. Julianne cherishes quality time with her loved ones and friends, recognizing the importance of life's most precious moments.

One of her standout roles within our firm is orchestrating our client events. With her unmatched creativity and organizational prowess, she ensures that each event is a memorable and enjoyable experience for all.

Julianne's dedication to our mission, combined with her passion for creativity and community, makes her an invaluable part of our team. We are proud to have her as our Co-Founder and Marketing Director, helping us make a positive impact on the lives of those we serve.