Onboarding Specialist | Asset Alignment Assistant
Julie will be your first point of contact with our office. She helps to determine what your goals are and how we can best serve you and your family. She will walk you through our process and get you in the hands of our trusted advisor. Julie is also responsible for coordinating all our marketing from event planning to digital marketing efforts and more.
Julie lives in Pennsylvania with her son and 2 cats. When she’s not busy doing “all things mom” she can be found reading a good book or spending time with friends and family.
A BRIEF HISTORY
Julie started her career in 2005 in the complex world of insurance. Upon becoming a licensed insurance broker, Julie spent her time serving many families with their various health and life insurance needs, including Medicare. She wanted to expand her knowledge to be able to help more families in more ways which lead her to obtain her FINRA Series 6 & 63 licenses in 2019.*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Julie is engaged, or continues to be engaged, to provide investment advisory services.