Julie's passion for helping people with objective and honest partnering is financial action planning and goal accomplishments began in 2006.
With career experience in financial services, social work, health care and funeral preplanning, Julie is keenly aware of long-term life changes and potential expenses. Partnering alongside her clients, Julie assists in creating and maintaining financial confidence and security.
Julie and her husband, Bryan, are blessed with two adult children. Some of Julie's hobbies include bicycling year-round, traveling, and volunteering in her church and community.