Julie is devoted to creating a personalized client experience. Her goal is to enhance and streamline the financial lives of those she serves, thus enabling them to focus on their passions and fully enjoy life. During her almost three decades in the investment industry, she has concentrated on helping clients build and maintain their wealth. She does this by applying a well-thought-out process of asset allocation and diversification. Julie specializes in financial planning with an emphasis on portfolio construction and asset/risk management. She applies the utmost attention to detail to the work she does each day for each client.
Prior to joining Raymond James in April 2018, Julie held the role of Senior Vice President, Investments, with Wells Fargo Advisors for nine years. Before that, she served as a Second Vice President, Investments, with Smith Barney/Morgan Stanley. Julie has been in the financial services industry since 1991.
Julie earned her bachelor’s degree from Creighton University in 1990. As a Certified Financial Planner™ professional, Julie is dedicated to helping her clients work toward their financial goals by guiding them through the investment planning process set forth by the Certified Financial Planner Board of Standards. The CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Originally from Omaha, Julie makes her home in Gretna with her husband, Randy, and their children, Alex and Elizabeth.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Diversification and asset allocation do not ensure a profit or protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected.