CERTIFIED FINANCIAL PLANNER™
Juli Erhart-Graves is a CERTIFIED FINANCIAL PLANNER™ practitioner and the President of Worley Erhart-Graves Financial Advisors. She provides financial planning and investment advisory services to individuals, couples and families.
Her passion is to help others obtain long-term financial success through financial planning, and she accomplishes this by creating financial plans that address all the areas of a financial life – investments, saving for retirement, tax planning, employee benefits, saving for college, retiree cash flow planning, insurance planning, estate planning and more.
Juli earned a Bachelor of Science in Business with a concentration in Finance from Indiana University and has spent her time since then working in the financial planning industry.
She has appeared on CNBC, been a featured advisor in Morningstar Advisor magazine, and served as the Technical Editor for the third edition of Stock Investing for Dummies and second edition of High-Powered Investing All-in-One for Dummies. In addition, Juli leads the finance team at her church and facilitates Dave Ramsey's Financial Peace University classes.
Juli has a great love for dogs and cats, and she recently began beekeeping and raising chickens. She also enjoys reading fiction, organizing things and traveling.