Registered Client Services Manager
As Client Services Manager for last names M through Z, Julie strives to ensure that clients’ requests are fulfilled accurately and on a timely basis. Although the firm includes a team of specialists who work on taxes, financial plans, and investment strategies, the Client Services Manager is often the main point of contact, and Julie knows that her efforts directly impact the client’s experience. Before becoming an employee of Retirement Extender®, Julie was a client, so she works diligently to provide the same high level of service that she would want as an investor.
Julie received a Bachelor of Arts in Business Administration from Michigan State University with an emphasis in finance and insurance. She holds her FINRA Series 65 security license. Julie’s previous career in commercial insurance underwriting was sidetracked when her husband was appointed to a conflicting governmental position, but she hasn’t looked back.
In her free time, Julie likes to refinish furniture, garden, and travel with her husband to visit their five children living throughout the U.S.
Getting to know Julie
Favorite food: Dark chocolate
Best piece of financial advice received: If you can’t afford to pay cash for it, don’t buy it.
Favorite book: The Book Thief
Favorite TV show: Million Dollar Listing New York
What motivates you: Sunlight
Favorite holiday: Fourth of July
Place you’d most like to visit: Prague
Biggest accomplishment: Raising five happy, productive children