As founder of the firm, Julia brings over 15 years of experience to Gaia Wealth Management. Having worked in the financial services industry around the world, she served as a junior accountant in Saint-Petersburg, Russia, worked at Clayton Fixed Income Services as a financial analyst and as a financial advisor at Edward Jones for over seven years. Now an independent advisor, Julia specializes in working with multi-generational families, business owners, and people undergoing life transitions. She truly enjoys helping clients invest their money wisely by defining their goals and developing a strategy to pursue them.
A graduate of Metropolitan State University, Julia earned her Master’s Degree in Finance from the University of Colorado and currently holds her FINRA Series 7 license through LPL Financial & series 66 license through Western Wealth Management. A lover of the outdoors, she named the firm after Gaia, the Greek goddess of the earth, to symbolize her reverence for nature. Working as a financial advisor, she has long believed financial success is built on the same concepts of nurturing, growth and patience.
A true citizen of the world, Julia feels at home in the United States, South America, and across the Eurasian continent. Actively involved in her community, she is a board-member of Harvey Park Improvement Association, her neighborhood’s community organization. Julia is also a frequent volunteer and supporter of several service organizations helping women and children. In her free time, Julia enjoys snowboarding at Beaver Creek and remodeling her new lakeside home. Most of all, she looks forward to being with her husband, Alex, and their three children: Grisha, Anya and Dima. Her family’s newest addition is Lucy, their joyful and energetic new puppy.
Eric started in the financial services industry over 23 years ago, as an assistant to a Branch Manager with Century Companies of America. Over the years, his role expanded as he started to provide Information Technology support, as well as helping Financial Advisors assemble data and prepare reports for client meetings. Eric's help with this allowed Advisors to focus on their clients.
Eric supported the growing group of Western Wealth Advisors with LPL Financial for 13 years. He assisted Advisors with computer support, as well as providing reports for Bank/Credit Union management. During this time, Eric was known for his ability to get things done under tight timelines and he earned the trust of all who knew him.
In 2017, Eric joined the Gaia Wealth Management team. He is excited to get to know the clients and help them with their needs. Eric lives with his wife Jennifer in Broomfield, and has two grown daughters. Much like Julia, Eric loves to travel the world. Among recent countries he has visited with his wife are Germany, Luxembourg and France. In addition to travel and exploring different cuisines, they also like to enjoy live music in the many unique venues that our beautiful state has to offer.
Director of Marketing /
Amy designs logos, ads, and any other type of marketing material in addition to being a marketing consultant for Advisors. Amy has been a professional graphic designer since 2004 and joined the WWA Team in 2013. Her passion is designing brand identity because it allows her to get to know the Advisors on a more personal level, learn about their practice, and create a clean design that conveys their mission and values. Amy enjoys being a resource for marketing support and the opportunity to offer sincere and personalized assistance to the Advisors.
Amy was born and raised on a hog farm in a small town (pop. 1660) in northwest Ohio. She obtained a degree in graphic design and held a number of odd jobs including driving a forklift for 3 years. In 2001 she moved to Colorado and now resides in Golden with her husband, kids Sarina and Casen, and lab rescue Macy. When she’s not busy designing something she loves spending family time camping and boating, reading and researching online (for just about anything) and is working to become an open-level racquetball player.
Marketing Specialist /
Associate Graphic Designer
Brittney assists advisors with marketing requests and questions, manages ComplianceMax submissions and questions, and sets up websites and social media profiles. She also assists with designing stationery and other marketing materials. She is new to the marketing world, but has a passion for what she is learning and undertaking. She joined the Branch in March 2016.
Brittney was born and raised in Golden, Colorado. She attended college in Ottawa, Kansas, and Glenwood Springs, Colorado to study Graphic Design. She has a passion for marketing and loves to explore her creative mind. Brittney loves to read and spend quality time with her friends and family. Her favorite pastime is taking long drives through the mountains and exploring new territory.
Marketing Specialist /
Branch Event Coordinator
Ali assists advisors with marketing requests and questions, manages ComplianceMax submissions, and sets up websites and social media profiles .Ali has worked in the Transitions and Marketing departments so she has a diverse knowledge of Western Wealth
Ali is a Colorado native and graduated from Colorado State University in Fort Collins in 2013 with a B.S. degree in Business Administration with concentrations in both Marketing and Management. After college, she enjoyed a few years traveling, working as a flight attendant before she joined the branch in April 2016.
In her free time, she enjoys practicing yoga, hiking, skiing, traveling and spending time with her friends and family.
Heather Palumbo, CFS®
ParaPlanner / Portfolio &
Investment Research Coordinator
Heather provides Advisors with portfolio research and analysis. Heather began working in the business in 2000. She offers insight and analytics to existing portfolios as well as provides guidance for incorporating suggested securities in the advisor’s recommended models/portfolios.
She received her BBA in Finance from Kent State University and has continued her education by completing courses in Financial Planning with the College of Financial Planning in Denver. Additionally, she has earned the CFS® (Certified Fund Specialist® ) designation through the Institute of Business and Finance. Heather spent several years as a Commercial Credit analyst in the equipment-leasing arm of a major bank before joining a high net-worth wealth management firm in Boulder in 2000. Heather joined Colorado Financial Partners in 2006 where she has developed expertise in portfolio research and analysis.
Heather resides in Arvada with her husband, Eugene, and their son, Tucker. In her spare time, she enjoys spending time with her family backpacking, hiking, camping, skiing and bicycling.