Julie started in the financial services industry in 1984. She holds her series 7, 24, 63 and 65 licenses as well as insurance licenses for life, health and variable annuities.
She serves as the go-to person for clients who want assistance with any operational or investment issue. In addition, she assists in preparing client financial plans, holds client meetings, and is the office contact for IRA required minimum distributions and processing inheritance transfers.
Before joining us in 2004, Julie worked as an office manager and registered sales assistant for several large financial firms. This experience has given her diversified knowledge and insight and is a major reason why she is a valued member of our team.
In her free time, she enjoys quilting, gardening and is an avid walker. She also enjoys square dancing and is a round dance cuer.
