Focus
Sincerity and professionalism are constants in Julie’s approach to customer service and administrative support as she advocates for client needs. As our Client Service Manager, Julie is called upon to carry out administrative tasks that keep the financial team operating smoothly.
Background & Experience
After working for over 15 years as a Client Associate at Wells Fargo, Julie made the decision to join FirstHarvest Wealth Management Group in February 2021. We like to give our clients personalized care tailored to their needs, and Julie’s sincerity and hospitality are the icing on the cake. She also collaborates with marketing and business planning. Julie is proud to be part of FirstHarvest Wealth Management Group, as a firm that maintains its focus on financial guidance and planning for individuals and families.
Away From the Office
A life-long Salina, KS native, Julie graduated from Sacred Heart. In her free time, she likes to cook, and spend time with her husband Shaun, and her fur babies – Bear & Frankie.