Julie has been working in the financial and wealth industry for over 20 years. As a Registered Client Service Associate, she enjoys the client relationships that she’s formed over the years. She takes pride in being a team player as we collaborate our efforts for the common goal of our clients and their best interests.

Julie has two adult children, Joshua is in Clearwater, Florida and Blake and his wife, Kelsey, are in Gilbert, Arizona. Blake and Kelsey are the parents of her pride and joy – her two beautiful granddaughters! She also has a cute little French bully, who loves his walks and tennis balls!

Some of her interests outside of the office include playing as much tennis as possible! She belongs to St. Clair Tennis Club and plays on several USTA teams. She also enjoys attending her church services and, of course, traveling to visit her family as often as she can.