Julie has been the firm’s Office Administrator since 2011. In this role, she is responsible for the smooth operation of the office to provide a great experience for clients and enable staff members to perform their jobs efficiently. She values all clients and believes that everyone should be treated with kindness and respect. Prior to joining the firm, Julie worked at AG Edwards for 29 years as a Human Resources Generalist. Her exposure to many aspects of the financial services industry together with her experience in Human Resources, make her a valuable asset to her colleagues and clients.
She and her husband Dave have been married since 1979. They have two married children: Angela, who is married to Phill, and James, who is married to Megan. Julie has many interests outside of the office that include hiking, biking, boating, golfing, campfires, reading and sewing. She is an active volunteer with the St. Vincent de Paul Society as part of the Home Visit Committee.
Bachelor of Science in Business Management, Maryville University (1979)