To meet the needs and exceed the expectations of our clients, Sterling has assembled one of the most admired, trusted, professional and dedicated support staffs in the industry. Integrity, professionalism, and value added services are the hallmarks of the Sterling Resources tradition.
Our staff is composed of high-level insurance professionals with decades of experience in case analysis, field underwriting and carrier negotiation. Our Third Party Advisor practice, headed by an experienced tax attorney/CPA, assists attorneys, accountants, family offices and trustees with their clients’ estate planning, business succession and benefit program life insurance.
Well known by advisors of ultra-high net worth families and philanthropic organizations, the Sterling Resources team has been working together to serve clients for over two decades. The average length of service of Sterling’s core support team is in excess of sixteen years. The absence of staff turnover is reflective of an environment conducive to building long term relationships, internally and with our clients and their advisors. This continued level of commitment has laid a foundation that enables us to provide exceptional service to our clients well into the future.
Assistant to the Chief Financial Officer
Julia has been with Sterling Resources, Ltd. since 1997. She is primarily responsible for Accounts Payable and Receivable and the preparation of financial statements. In addition, she manages human resource data, payroll and employee benefits. Julia holds a Bachelor of Science degree from Lesley College.