Building Wealth: About Julie Ann Hepburn

Julie Ann Hepburn, is a Private Banking Expert and Financial Coach.  She is the founder and principal of National Private Client Group, LLC , a Chicago based financial consulting group. Ms. Hepburn is a licensed finance professional, and serves as an agent and consultant for several major mutual insurance carriers.

After more than six years working in the traditional employee benefits, estate and investment planning arena for clients, Ms. Hepburn discovered a better way to help people build wealth and become financially self-empowered.

With that as her mission, in 1999, she began to teach individuals and companies how to leverage the money they earn by helping them to create their own personal banking system. 

In teaching her clients how to use the same principles that banks and institutions use to make money, Ms. Hepburn put total control of her clients’ earnings back in their hands.

Ms. Hepburn’s method, the Self Empowered Banking Systemsm provides several additional benefits, which include:

  • Redirecting the flow of financing costs back to the individual or company.
  • Maximizing access to, and liquidity and control of capital.
  • Creating a natural hedge against inflation.
  • Eliminating nearly all risk.

The Self Empowered Banking System can be used to finance everything from real estate and commercial equipment to vehicles, private loans, college education funding, retirement funding alternatives and even additional tax benefits.

Ms. Hepburn is passionate in working with her clients in order to help them understand the wealth-creating benefits of redirecting the costs associated with financing their lives and businesses back to themselves.

The fear factor in investing has skyrocketed as a result of increased market volatility, lack of capital reserves, overall decrease in consumer confidence and rising unemployment.

The ability of the Self Empowered Banking System to provide safe and calculated results, while reducing or eliminating risk to achieve the same or better results than conventional thinking and planning, is a proven formula for creating wealth.  This alone has made NPCG and Ms. Hepburn in particularly higher demand since early 2007.

Ms. Hepburn believes that the recent economic volatility is creating a new consumer – one that is increasingly cautious and is listening, looking and learning. 

She finds her prospective clients are more willing to explore and become more knowledgeable so that they are in better control of their financial environment.

Right now is a perfect opportunity to educate and coach those interested in understanding and utilizing the Self Empowered Banking System to build wealth now and for the future.
Ms. Hepburn regularly speaks in venues around the country, and holds regular web conferences to share new ideas and case studies on how clients are utilizing their private banking systems.  She is available to speak to private groups upon request.



Contact her at 312.957.9400 or at


Melissa Shary
Associate: Chicago & Midwest

Melissa SharyMelissa Shary came into the financial services industry in 2005 as a traditional insurance broker.  Shortly thereafter she was introduced to National Private Client Group, LLC.  Realizing that traditional financial planners, and the so-called "experts" don’t always work for the betterment of the clients, she decided to join NPCG, LLC in 2006 and educate clients on how banking, and money, truly works. 

Ms. Shary teaches sensible strategies ensuring all clients feel comforted and informed about their future, and look to her as a resource to help them achieve what they believe is most important.  As part of the NPCG team, Ms. Shary helps clients understand and review their overall financial picture.  The use of the Self-Empowered Banking System is a dynamic part of the education of a client’s perspective of money.

Ms. Shary is from the Chicago area, growing up in the western suburb of Glen Ellyn. She attended college at the University of Iowa, and then studied abroad in both Costa Rica and Mexico. She graduated from DePaul University in 2003 with a degree in Hispanic Language and Culture. 

With more than 16 years experience in the service industry, including restaurant management, Ms. Shary has great insight into how small businesses are run.  She also has completed her real estate agent exam, bringing additional value to the firm, as her knowledge of real estate often plays a key part in meeting the needs of her client base.  One of her favorite quotes is Warren Buffet's statement: "Risk comes from not knowing what you're doing." Her diligence and high energy serves our clients in the most efficient and effective ways for their continued success.


Amy Hoffmann
Executive Assistant

With a degree in Management and Entrepreneurship from Purdue University,
Amy Hoffmann has spent the last decade learning the intricacies of the insurance business by managing a multitude of jobs and assignments as an administrative manager for a Fortune 500 company in the Insurance and financial services industry.

Committed and passionate about understanding not just the insurance industry, but also the inner workings of a business, Ms. Hoffmann has worked in the marketing, sales, operations and executive departments.  Further, she has completed all licensing requirements and is certified in all lines of insurance, including banking certification. 

Adept at managing people, information, technology and events, Ms. Hoffmann fulfills a critical role at National Private Client Group, supporting the company’s president in meeting the needs of the firm’s clients.  Her all around business knowledge, combined with her technical and people skills, makes her an invaluable resource to the company and its clients.