Professional Profile
Julie joined the firm in May of 2014 as Client Services Specialist. Julie provides direct service to our advisor group by supporting new and existing client relationships and ensuring client needs and projects are implemented efficiently. Julie produces and maintains all client forms and correspondence, resolves product and service issues, addresses customer concerns, and works directly with our advisor group to expedite effective solutions.
Education
- John Wood Community College – January 2014 to current (continued general education courses)
- Hickey School/Bradford College – St. Louis, MO – Administrative Certificate/with Medical Certification
Over the past 20 years, Julie has also been active in assisting with annual charitable campaigns for many local organizations such as the Good News of Christmas, United Way, American Cancer Society, YMCA Strong Kids, and the American Heart Association.
Julie is a Quincy native. She has been married for 25 years to her husband, Tracy. They have two daughters, Taylor and Allie. Julie and her family were active in competitive horse showing with the Pony of the America’s organization and have traveled all over the United States to show them. Julie is a member of Blessed Sacrament Catholic Church, and also attends services regularly at Luther Memorial Church in Quincy.