The mission of Turning Tides Financial LLC is to deliver a personalized wealth management approach in helping individuals navigate life-changing periods of transition, such as retirement, divorce, loss of a spouse, and business and insurance planning. The company’s partners, Julianne Lepo and Katie Weibel, have over 35 years of combined experience in the financial industry and understand that each client has different needs that require unique, customized attention. The services offered by Turning Tides Financial LLC include divorce financial strategies; business and estate planning; retirement and investment management; and insurance solutions.
Julianne Lepo, CDFA®
Financial Advisor & Founder
Get to Know Me
“An emotional crisis does not need to be a financial crisis.”
With over 25 years of experience in wealth management, Julianne Lepo, CDFA®, is the founder of Turning Tides Financial LLC. As a financial coach and advisor, Julianne takes a personalized, multi-faceted approach in helping individuals navigate the many financial challenges that come with life’s major transitions, such as divorce, retirement, or loss of a spouse. Julianne has worked with hundreds of individuals on all areas of financial planning, with a focus on helping others feel financially aware and empowered to make smart choices that result in financial clarity and stability.
Concentrating much of her practice on divorce financial planning, Julianne firmly believes that an emotional crisis does not need to be a financial crisis. After personally experiencing the financial and emotional burdens of divorce from a 20-year marriage, Julianne is especially empathetic to others going through similar struggles. She often collaborates with other divorce professionals on behalf of her clients, working closely with attorneys and mediators on providing financial analysis, investment strategies, and personal financial management.
Julianne is a member of New York State Dispute Resolution and the Institute of Divorce Financial Analysts (IDFA), a leading national organization dedicated to the advancement of financial professionals in the divorce arena.
Julianne can be contacted directly at Julianne.Lepo@lpl.com.
Katie Weibel, CDFA®, MBA,
Partner & Financial Advisor
Get to Know Me
“Make your money work for you.”
Taking a personalized, holistic approach to wealth management, Katie Weibel has over 15 years of experience working with clients on developing financial roadmaps for all of life’s transitions. Katie offers her clientele the highest degree of attention and customer service through a variety of financial planning services, including retirement strategies; business planning; and insurance solutions. After many years of building her expertise in the financial industry, Katie became a partner and financial advisor with Turning Tides Financial in 2015.
Working with individuals and families to small business owners, Katie offers tailored financial guidance to align with her clients’ individual needs. Growing up as the oldest of nine siblings, Katie often draws from her personal experience in helping her own family members with money management. From creating a personal budget to developing a retirement plan, she has advised on every aspect of the financial planning process.
A significant part of Katie’s practice involves working with emerging business owners on developing viable financial plans that encompass both their personal and professional goals. Through both coaching and advisement, Katie is committed to providing her clients with the critical knowledge, tools, and guidance to take control of their financial futures.
Over several years, Katie has become a regular guest speaker on WDCX Radio, a Christian-based radio station, in which she offers financial planning advice on a variety of topics, including business financial planning; estate planning; personal financial management; tax planning; and divorce financial strategies.
Katie holds an MBA in finance from Wilmington University and is a registered CDFA® (Certified Divorce Financial Analyst). She is also a graduate of University of Buffalo’s CEL program.
Katie can be contacted directly at Katie.Weibel@lpl.com.
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