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We Don't Just Plan Finances- We Build Relationships

We prioritize listening over data. We seek to understand your goals, your loved ones, and your future hope.

The Ailm Philosophy

Our Values Spell Our Name

Ailm is a Celtic word whose five letters represent the pillars on which every client relationship is built.

Strength

Strategies built to weather any storm, at any age.

Resilience

Protection

A foundation that doesn't waver — for you or your family.

Safeguarding what matters most — your dreams, your legacy.

Clarity

Creating and utilizing transparent plans you will actually understand

Clarity

Integrity

Making sure your interests come first- 

Always- Every Time

Joel Austin

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Agent

With a deep expertise in finance and a genuine passion for wealth management, Joel brings an energetic, people-first approach to the team. Outgoing and conversational, he thrives on building strong, lasting relationships with clients, turning complex financial concepts into clear, actionable strategy. Joel believes that secure financial planning is the key to enjoying life’s true adventures.

When he isn’t collaborating with clients or analyzing market trends, you’ll likely find him embracing his love for nature. He is an avid fan of the mountains and loves spending his downtime exploring scenic, winding roads on his motorcycle.

Meet The Team

Julie Austin

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Agent

Julie combines an extensive knowledge of the financial industry with a calm, analytical approach to risk management and protection. Known for her quiet, but direct nature, she offers clients a thoughtful and deeply reassuring guidance experience, ensuring every financial plan is crafted with meticulous care and attention to detail.

For Julie, the ultimate goal of financial security is protecting what matters most: family. Outside of the office, she cherishes every moment spent with her loved ones and feels most at home relaxing by the ocean, soaking in the peace and quiet of the beach.

Contact Us

Whether you have a question about protection options, wealth strategies, or simply want to introduce yourself, we are here to help. Drop us a message, or reach out to us directly.

Email:

info@ailmfinancial.com

Phone Number:

(336) 663-3308

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