Our team includes expertise in financial planning, college planning, investing and effective systems to manage your personal wealth.
Our team
Julie Bray, CFP®, CCFS®
PRESIDENT & WEALTH MANAGER
Julie Bray, CFP®, CCFS®, is the President and Wealth Manager at GW Financial, Inc. Her journey in the world of finance began in December 2010 when she joined Glenn Woody Financial Consultants. Since then, she has built a distinguished career, earning her CERTIFIED FINANCIAL PLANNER™ designation in 2012, acquiring the firm in 2014, and achieving the Certified College Funding Specialist designation in 2024. Julie specializes in guiding families through college funding, retirement planning, and wealth transfer strategies.
Residing in Reno, Nevada, with her husband, three children, and two dogs, Julie values work-life balance and enjoys family adventures like snowboarding, snorkeling, and golfing. As a Certified College Funding Specialist, she is passionate about helping families secure their financial futures.
Britt Meza
CLIENT SERVICES COORDINATOR
Britt has worked in the financial industry for over four years. After taking time away to focus on her children she is excited to get back into the industry as part of the GW Financial, Inc. team. She especially looks forward to connecting with clients regularly and coordinating the financial account processes.
Her family lives in Minnesota and are very fond of all the seasons the state has to offer. They thoroughly enjoy checking out new parks, sledding hills, and, more recently, camping adventures in their own DIY renovated bus.
Amy Boyea
ADMINISTRATIVE ASSISTANT
Amy Boyea is our Administrative Assistant. She has worked for GW Financial, Inc. since November 2020. Amy started as a contract Virtual Assistant and has since become a permanent part of the GW Financial, Inc. team. Along with her administrative duties, Amy also assists with marketing.
Amy is married with two children. They live in a small town in Kansas and are in the process of remodeling a Victorian home. The Boyeas enjoy board and card games, hosting friends, and serving their local church.