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.
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.
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 but I think at this point, I’d be happy to crochet something and have the rows come out straight the first time!
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?
Anything to do with small children, ages 6 and under. I started babysitting when I was 12 up through my senior year in high school and then went on to get my degree in Early Childhood Education.
What would we most likely find you doing on the weekend?
I’m always crafting, cooking or baking, and spending time with family.
What is the top destination on your must-visit list?
I’d like to visit Italy and eat my way through the country.