Julie joined the team in 2011 as the dedicated contact person for clients' questions, concerns, and inquiries. As Practice Manager, she is now responsible for overseeing all facets of the team's day-to-day operations as well as working directly with clients to obtain and track information critical to the planning process. She holds her Life, Accident and Health Insurance Licenses, as well as her Series 6, 63 and 65 Licenses as a registered assistant for investment products. Recently, she has also been awarded the Behavioral Financial Advisor (BFA) designation.
Q & A:
What was your first job?
I delivered newspapers around my neighborhood on Sunday mornings. I’d ride my bike with the heavy bag on the handles and deliver each one in the location each customer indicated, as well as collect the $0.75 weekly fee.
What energizes you at work?
I love trying out new ways of doing things for clients that might add a little fun or make things easier. Anytime we’re able to add joy or take the stress off others, makes me want to do even more.
What’s the best advice you were ever given and who was it from?
My mother: “People may not always treat you nicely but try not to take it personally. They are usually struggling with something that has nothing to do with you.”
When you were a kid, what did you want to be when you grew up?
When I was in my late teens, I was introduced to a Child Life Specialist while visiting friends in Boston Children’s Hospital and I immediately thought that was going to be my future career. Unfortunately, due to personal reasons that didn’t happen, but I’ve never forgotton how they'd helped that family during some of their toughest moments. Then as fate would have it, early in 2023, a Child Life Specialist helped my own child deal with her anxiety right before surgery. They are the un-sung heros, in my opinion.
What would we most likely find you doing on the weekend?
In the winter, I can be found cooking, crafting, or binge-watching True Crime. In the summer, you’ll find me floating with friends and family on a lake in NH.
What is the top destination on your must-visit list?
I’d like to visit Italy and eat my way through the country.
If you could snap your fingers and become an expert in something, what would it be?
Crochet. My mother taught me the basics a few years ago and I’ve been trying to improve my skills ever since.