In order to serve clients and provide operations support for the firm, Julie draws from a wealth of knowledge and experience she’s gained from two decades in the financial services industry. A true multitasker, she also handles new and existing accounts, account transfers and distributions of retirement and non-retirement accounts. Working directly with clients is where Julie finds true fulfillment and career satisfaction.
Julie earned her bachelor in business education and administrative office management from the University of Wisconsin. She grew up in Lake Nebagamon and today lives in Sheboygan with her two dogs. Outside the office, Julie enjoys spending time with her three daughters and grandchildren, crafting and reading. She has been a member of the Knights of Columbus Council 722 Ladies Auxiliary for more than 15 years.