Julie is originally from Washington’s Yakima Valley where she attended Yakima Valley Community College. She moved to Bellevue and attended Bellevue College, where she earned two Associates in Arts degrees — one in Merchandising and another in Marketing Management. She lived in San Francisco for a year, and the greater Seattle area for 20 years, before moving to Eagle, Idaho with her family in 2012. Julie is a wife and the mother of two daughters. Her hobbies include painting, reading, gardening, and fishing.
Julie has obtained her Series 65 license and completed the College of Financial Planning Financial Paraplanner Qualified Professional course. Using her exceptional client service skills and solid background in the financial industry, she drives on exceeding expectations with every client interaction. She is responsible for continually improving Altruist Advisor’s systems to enhance the client experience, manage the firm’s operations, and assist the firm’s Chief Compliance Officer in those duties.