‍Say Hello To

Juliana Chabot

Wealth Planning Associate

I graduated from Michigan State in 2025 with a degree in Finance and a minor in Wealth Management and Financial Planning. During my time at MSU, I was an active member of the Wealth Management Association and Women in Finance. I am passionate about helping others and giving back to my community.

I enjoy traveling, being outdoors, hiking, playing pickleball, golfing, cooking, and reading. I have been to over 25 countries so far with many more on the bucket list!

Why I joined ISTO…

I joined ISTO because the culture and team here are truly something special. From my first interactions, I could tell that ISTO was built around a genuine desire to help others. I was drawn to the opportunity to make a meaningful difference in the lives of clients, support my colleagues, and give back to the community. The environment of constant positivity and support allows me to grow personally and professionally every day.

How I am In Service To Others…

I am In Service To Others by striving to make a positive impact in the lives of our clients, team, and community in any way I can. I aim to be a reliable and supportive resource for our Wealth Advisors, while contributing in ways that make life easier for everyone we serve. I try to spread joy, be someone others can count on, and make a meaningful difference each day.

The Core Value I resonate most with at ISTO is…

Surrounding ourselves with people of the highest character and integrity. Who you choose to surround yourself with truly makes all the difference, and I feel incredibly grateful to be part of such an amazing, down-to-earth team. I’m constantly inspired by the way everyone shows up for one another.