Julia Shinneman

A former mental health counselor, Julia Shinneman has always known she belonged in a helping profession. She shifted to financial services after witnessing the profound impact financial planning has on reducing stress and improving well-being, realizing that money and mental health are deeply intertwined.

Alongside her husband, Charlie, Julia co-founded Shinneman Wealth Group in 2017, bringing a unique perspective that blends expertise with empathy to the world of wealth management. She is a financial professional who can offer both insurance and investment products and services. Julia earned a bachelor’s degree in psychology from the University of Chicago and a master’s degree in mental health counseling from Northern Illinois University. A certified Retirement Income Certified Professional and National Social Security Advisor, Julia specializes in Medicare and estate planning and prides herself on being a “heart-forward” advisor who treats clients like family.

A lifelong resident of the Chicagoland area, Julia lives in Mount Prospect with her husband and their three children — Evelyn, Anders and Bodhi. Their busy home also includes two cats and a golden retriever. When not in the office, Julia focuses on physical well-being through yoga and meditation. She also enjoys baking and spending quality time with her extended family at their lake house.