Step into our Iowa City headquarters and you can instantly feel the energy and love Julie brings to the office. Positive, bright and friendly to boot, she creates an inviting, uplifting atmosphere that sets the stage for a great client experience.
Working behind the scenes, Julie assists with administrative duties to give advisors more quality time with clients and their accounts. Her keen sense of organization and project management skills are an asset—and huge stress reliever—for our team. And her extensive background in customer service ensures that client communications are always clear and easy to understand.
When she’s not helping the rest of the team stay on track, you can find Julie checking out local events and hanging out in downtown Iowa City with her friends and family.