Meet Our Team
Julie Rollier | Founder
I'm the principal of Rollier Financial, working nationally with small business owners and large-scale organizations alike, across industries including construction, engineering, mining, legal, and fintech. With 8 years of industry experience in group benefits, personal insurance, and wealth planning, I specialize in guiding clients through complex transitions, including multiple mergers and plan reorgs. As I finalize my CFP designation, I bring a multidisciplinary lens to every relationship.
B.A. Economics, B.A. International Relations
Ginny Kempner | Client Service Specialist
With 8 years of industry experience, Ginny brings diligence and precision to every client interaction. She's proficient in mutual fund administration, complex retirement transfers, and client CRM management, known for her sharp organizational skills and prioritization. Personable and detail-oriented, she remembers what matters to every client. Outside the office, Ginny is a mom of three who loves thrifting, reading, watching her kids' sports, and walking outdoors.
Our Approach
Clarity
Strategy
We simplify the complex. From big-picture strategy to day-to-day decisions, we translate financial noise into clear, actionable guidance - so you always know where you stand and what comes next.
Strategy
Strategy
No one-size-fits-all here. We take a tailored, forward-looking approach to every client - building plans that align with your goals, your timeline, and your version of success.
Trust
Trust
Your finances are personal. We lead with transparency, integrity, and long-term thinking so you can feel confident not just in the plan, but in the partnership behind it.