Our Team


David M. Jullie

Principal of a South Miami Office

305-667-1990 x320

305-666-6596

davidjullie@successfulplan.com

David M. Jullie has worked in the financial services industry for more than twenty-five years. David worked as an associate advisor with his father Michael A. Jullie, CFP® for four years before becoming partners with James Kaercher in 1997. David holds FINRA Series 6, 7, 24, 63 and 65 registrations through Royal Alliance.

David's main focus is in helping individuals, couples, families, and corporations seek their financial goals. David believes in creating a tailored financial plan based on each clients specific goals. After a financial plan has been completed, investments are considered based on return needs illustrated by the financial plan.

David studied Philosophy at Loyola University and is a graduate of Andrew College in Georgia. David and his wife Melody have four children. They have lived in the S. Miami area since 1969.

James E. Kaercher

305-667-1990 x330

305-666-6596

jkaercher@royalallianceadvisors.com

James E. Kaercher is a finance and international business graduate of Florida International University. James has worked in the financial industry for 20 years. James specializes in domestic and international planning for individuals and corporations. He has a comprehensive understanding of the industry and his clients’ needs and goals. Through his specialization he can help seek success, security and confidence at every level of his profession.

Manny Gulino

305-667-1990 x121

305-666-6596

egulino@royalallianceadvisors.com

Manny Gulino is an Investment Advisor Representative, holds a FINRA Series 6 registration, and is a licensed mortgage broker. Manny believes that along with a Comprehensive financial plan, a proper tax management strategy, and searching for the best possible loans with lower than average closing costs for his clients is a vital part of the financial planning process. "The borrowing and the saving go hand in hand" says Manny.

Manny Studied Engineering at the University Of Florida and was also actively involved in the ROTC program in Gainesville, Florida. After college Manny worked at Florida Power & Light for more than five years, while running his families two "Roma Italian restaurants" in the Miami Area.

Manny has worked for Jullie & Associates P.A. for more than twenty years. Manny has a vast knowledge of the tax code and assisted Michael Jullie, preparing Taxes for clients at the South Miami office.

Manny has two children, Devon and Christopher. They have lived in Miami since 1969 and currently reside in Palmetto Bay.

Brian D. Thelen, CFP®, CFA

305-667-1990 x153

305-666-6596

bthelen@royalallianceadvisors.com

Brian’s primary focus is on Investment Portfolio Management and Fee Based Financial Planning. As an Investment Advisor Representative, Brian holds FINRA Series 7, 66, and various State Insurance Licenses.

Brian D. Thelen graduated December 1997 Magna Cum Laude from Florida State University with a Bachelor of Science in Finance and a Bachelor of Science in Multinational Business Operations, including a minor in Russian Language Studies. He completed his Master’s of Science in Financial Analysis in August 2009 from the College for Financial Planning located in Denver, Colorado.

On June 1, 2003; Brian earned the Certified Financial Planner designation. Use of the CFP designation is governed by the CFP Board and holders have voluntarily submitted to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

In December 2009, Brian earned the right to use the Chartered Financial Analyst designation. The CFA charter is a globally recognized credential for investment analysis and management. Recipients of the CFA charter have successfully completed a graduate-level, self-study curriculum and series of three intensive examinations taken sequentially over at least two years.

Born and raised in Miami, Brian attended Miami Palmetto High School and is an Eagle Scout. He currently resides in Cutler Bay with his wife Rebecca and their two children.

Melody A. Jullie

Office Assistant

Melody Jullie has been at the firm for more than 20 years.  Her main area of concentration is in marketing and client relations for Jullie & Associates P.A. Melody is not registered with Royal Alliance Associates, Inc.

Erin M. Jullie

Administration Assistant

305-667-1990 x 110

305-666-6596

erinjullie@successfulplan.com

Erin Jullie started working as an administration assistant while still a Senior at Miami Palmetto Senior high in Pinecrest Florida. Erin enjoys Finance and Financial Planning and has enrolled at Miami Dade College to earn a degree in Business and International Finance. P.A. Erin is not registered with Royal Alliance Associates, Inc.

Amanda O’Connor

Assistant Administrator

(305) 667-1990 ext 0

(305) 666-6596

aoconnor@royalallianceadvisors.com

Amanda O'Connor is an assistant administrator for Jullie & Associates. She is currently studying at Miami Dade College and will soon be transferring to the University of Miami to work on her Bachelor's Degree in Political Science. She is looking forward to becoming registered with Royal Alliance Associates, Inc.