Mary Julia (she/her) has spent over a decade supporting individuals and organizations in their financial and operational growth. Her approach integrates strategic planning with personal development, helping clients unlock their financial potential and create lasting, values-driven wealth.

As a financial strategist with Vortex Financial, Mary Julia works with clients to develop tailored wealth strategies and build financial agency. She also mentors others to amplify the impact of financial education and empowerment.

Previously, as co-founder and executive director of Heartwood School, Mary Julia led operations and secured over $1 million in funding, fostering a thriving, community-focused organization. She’s passionate about using financial tools to drive collective well-being and long-term growth.

Mary Julia’s mission is to help individuals and organizations build empowered financial futures and co-create new ways of living and thriving.