Long-term success and sustainability for every stage of life.
As Assistant Vice President, Wealth Fiduciary Administrator, Julie provides trusted support to individuals and families navigating trust and estate administration. She partners closely with clients, advisors and professional service providers to ensure fiduciary responsibilities are handled with accuracy, transparency and care. With a strong attention to detail and a thoughtful, client focused approach, Julie helps simplify complex administrative and tax related matters while keeping clients informed every step of the way. Her goal is to deliver dependable service and peace of mind throughout the fiduciary relationship.
Experience
- Began financial services career in 2005 and joined Johnson Financial Group 2017 as a Wealth Advisor
- Attained the Certified Trust and Financial Advisor (CTFA) designation in 2014 and earned the Cannon Financial Trust Diploma from Cannon Financial Institute of Certified Bankers in 2014
- Registered Investment Adviser Representative
- Graduated with a Bachelor of Science, Public Administration concentration from Upper Iowa University
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Wealth Strategy
- Estate Planning
- Retirement and Financial Planning
Community Involvement
- United Way volunteer, as part of Johnson Financial Group’s annual Service Day
- Member of the Madison Estate Council