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Director of Client Services
Professional Profile Julie joined the firm in 2014 with an extensive background in the areas of executive assistant, retail advertising sales and marketing. Julie provides direct service to our advisor group by supporting all new and existing client relationships. Julie also works with our Client Services team to ensure client paperwork and projects are implemented and processed efficiently
Education Hickey Business School/Bradford College Administrative Certificate with Medical Certification
Outside of Work Julie is a Quincy native, but currently resides in Palmyra, Missouri. She has two grown daughters and sons-in-law as well as two grandsons. In her spare time, Julie enjoys kayaking, spending time outdoors, thrifting, auctions, vintage clothing resale, and time with her family. .