Judi is a Client Relationship Associate at Trillium Wealth. She believes that every client’s financial journey is unique, shaped by their personal goals, values, and life experiences. Her purpose is to support and empower individuals and families as they work toward financial confidence and success. She knows her role has a meaningful impact on people’s lives, and is committed to delivering exceptional service, personalized guidance, and genuine care in every interaction. By listening closely and building trusted relationships, she strives to make each client feel valued, supported, and confident in their financial future.
Judi is a 2025 graduate of the University of Delaware where she studied and received her degree in Financial Planning & Wealth Management with a Minor in Trust Management. While at UD, she was involved in the “Women in Finance” group and was a Teacher Assistant. She grew up in Wilmington, DE and attended Padua Academy.
Education & Credentials:
- Bachelor of Science in Financial Planning & Wealth Management with a Minor in Trust Management, University of Delaware.
Personal Life and Interests:
- She grew up in Wilmington Delaware.
- She loves animals. In her free time, she loves visiting shelters and making friends with any creature she encounters.
- She has a very curious personality, loves learning new things, meeting new people and has a driving nature of leaving things better than she found them.
