With over 15 years in the financial services industry, Julie plays a key role in the
efficiency and successful function of our office. She has an extensive background in
customer service that allows her to genuinely care for each client’s needs. Whatever the
issue, you can rest assured you are talking to someone who will make sure that your
service needs are met with skill and experience.
Prior to joining our team in 2011, Julie was a branch office administrator at Edward
Jones Investments. A Southern California native, she graduated from California State
University Sacramento with a bachelor’s degree in interior design in 2005.
In the spring of 2006 Julie and her husband moved to Arizona and have appreciated
raising their three daughters in this beautiful valley. Together as a family, they enjoy
spending time watching movies, playing sports and traveling.
