Julie Fuller, RFA, EA

02/05/2026

Jumping on the bandwagon!

If it involves taxes, retirement, or “Am I doing this right with my money?” — I’m your girl!
Let’s make smart moves (and still have a little fun doing it). 😉

12/30/2025

A charity walk I was part of earlier in December... I was proud to be a part of it ❤️

The numbers are in!

Hosted by Money Concepts Women in Business, this walk was a living expression of who we are and what we believe. Together, we raised $5,625 for Ronald McDonald House Charities of South Florida, turning shared intention into real support for families navigating some of life’s hardest moments.

Honoring the memories of Alice Walsh and Pat Dodds made this effort even more meaningful. Their legacies reflect the very foundation of Money Concepts. Lead with love. Show up fully. Put people first. Carrying their names forward through this work is a reminder that true impact is built through compassion, generosity, and community.

To everyone who walked, donated, shared, and stood with us, thank you. Because of you, families have a warm place to stay, meals to share, and the reassurance that they are not walking alone. This is what it looks like when we dare to give more and let heart lead the way.

09/01/2025

Work hard, relax harder. Cheers to a well-deserved Labor Day! ☀️

08/20/2025

Backpacks today, diplomas tomorrow. As your kids head back to school, don't forget to plan ahead for their future educations with a 529 plan 🎒🏫

📞 937-498-4041
✉️ [email protected]

08/06/2025

08/01/2025

Tax-free weekend: it’s like a sale... on taxes! For once, the government is giving you a discount—don’t let it go to waste!

07/25/2025

A great week spent in Nashville at our annual Financial Planning Conference.

Who said finance can’t be fun?!

07/23/2025

Your money should work as hard as you do! We offer personalized financial planning, investment advice, retirement solutions, and more – so you can live life confidently.

📞 937-498-4041
✉️ [email protected]

07/16/2025

🎉 Just had an incredible experience attending Money Concepts 2025 Financial Planning Congress! 🎉 - via event app

06/26/2025

Nice to meet you! 👋

After a long career in management and human resources, I wanted to contribute more to the financial planning business built by my mom in 1987. I work at Money Concepts in Sidney, OH as a Registered Financial Associate® and Enrolled Agent. I love helping people with their retirement goals and connecting one-on-one with each client.

Your goals, our commitment. Let’s get started!

✉️ [email protected]
📞 937-498-4041