Julie has 29 years of experience in the financial service industry and has been with WFA for nine of those years. She began with the firm in 1996, left after six years to raise her children, and returned in 2017. Her knowledge of the industry makes her a valuable team member.

Julie is responsible for preparing portfolio reports and financial data for WFA’s financial advisors, as well as assisting clients with financial transactions. In fact, working with clients is her favorite part of the job – she enjoys the personal relationships she’s developed over the years and takes pride in her ability to get things done on the client’s behalf. Julie is a strong advocate for clients and deploys her granular knowledge of how the financial system works to smooth the path for client transfers, rollovers, distributions, trades – whatever is needed.

Even though Julie’s not a fan of cold winters, so long as she has family in Milwaukee, she’s staying. Fortunately, she loves the summers and has recently taken up golfing. When weather permits, you can find her hitting the links with her husband.