Julie has spent more than 29 years in the financial services industry. She serves as the go-to person for clients who want assistance with any operational or investment issue.
In addition, she plays an integral role in preparing annual and quarterly client reports and has key involvement in the client financial planning process. She is also the primary contact for clients to review recommendations and action items.
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.
She holds her series 7, 24, 63 and 65 licenses as well as insurance licenses for life, health and variable annuities.
A native of Portland, she has lived in Gresham, Oregon, since 2001, after spending 10 years in Utah. In her free time, she enjoys sewing, scrapbooking and square dancing. Julie also devotes her time and energy to her sons, one who is in high school, and the other, in college.