In 2023, we welcomed Julie to the RSC team. Previously serving as Director of Client Care for a small boutique firm in Northern California, her passiion ignited to become a financial planner. She is dedicated to helping individuals and families feel confident and supported on their journey to reach their financial goals. Julie takes a holistic approach to financial planning and is committed to serving the wellness needs of her clients.
Julie stays active in her community through church and serves on the Board of the Women in Insurance and Financial Services Northern California Chapter. She and her daughter reside in Elk Grove, CA, and enjoy visiting zoos, exploring nature, and spending time with family.
- What is your proudest accomplishment?
It's a toss-up between changing careers and becoming a mother.
- What did you learn from your biggest mistake?
Keep your head clear and chin up. Today is full of new choices to make.
- What is the most enjoyable moment with your best friend?
Hiking in the CA Redwoods to the Beach at Gold Bluffs with my best friend of 27 years.
What do I enjoy most about being a financial planner?
I enjoy the opportunity to connect and serve people in a life-changing way. Having a plan can inspire gratitude and generosity when people embrace the future without fear.