Julie Mesaros, Federal Benefits Expert

Exceeding customer expectations is Julie’s life philosophy. Her goal is to always provide you with the best customized options for you as a Federal Employee.

Julie proudly served four years on active duty in the United States Air Force as a C-130 Loadmaster; an experience that not only shaped her discipline and resilience but also led to her meeting and marrying  her husband.

For more than 23-years, Julie has been a dedicated military spouse and a mother to their two children.

Deeply rooted in her community, after a decade coaching youth sports and working as a public-school educator, in 2010 Julie began her career in Financial planning.

It is Julie’s passion to use her military background and insights to advance the financial position of every federal employee.

Julie steadfastly embodies the Air Force
Core Values: Integrity First, Service before Self,
and Excellence in All We Do.

Julie is committed to helping individuals and families navigate their financial journey, with a focus on planning for long-term financial stability and retirement success. 

Julie Mesaros brings a unique blend of discipline, compassion, and real-world experience to her work as a financial planner. Julie works closely with individuals and families to help them plan confidently for retirement and build lasting financial security.

Whether you're just getting started or planning your next chapter, Julie is here to offer clear guidance, compassionate support, and a deep commitment to your goals.

Julie Mesaros was born and raised in Hamilton, Ohio. Her strong commitment to both academics and athletics in high school earned her academic and athletic scholarships for college. She graduated Summa Cum Laude from the University of Phoenix with a Bachelor's degree in Elementary Education.

Certified - Federal Consultant - Heidi Smalley

Licensed & Reliable
23-Years Experience

Licensed and Reliable - Heidi Smalley

Trained to OPM Standards
Certified & Highly Rated

A huge help to Federal Employees as they review their benefits and reach retirement goals, Michael is a dedicated professional who strongly believes that it’s never too early nor too late to start planning for your future

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Federal Benefits
Know Your Options | Complimentary Consult