Experience: Julie decided to try the financial industry when her son started school – that was 20 years ago and today she is still providing Investment Consultants with operations experience and top-notch customer service to our clients. She loves that the industry and regulations are constantly changing, so finding new challenges to overcome is a daily adventure. Julie is Series 7 and Series 63 licensed.
About: Born and raised right here in the Midwest, Julie loves the people and big open spaces. She and her husband listen to blues and a variety of all music at any outdoor venue they can get to. They also visit their son in Denver whenever possible and enjoy the great outdoors.
Motto: Love people, not money.