For more than a decade, Julie uses her unique blend of knowledge and skill obtained from the financial services industry, social work, funeral preplanning and health care as she works with her clients. She also focuses on comprehensive planning for her clients, working alongside them to help manage life’s changes and its effect on their financial well-being. Individualized service helps Julie's clients have clarity for long term planning to meet the financial goals they wish to achieve.
Julie and her husband, Bryan, have two children. Julie enjoys traveling and volunteering in her church and community.