Julie joined the team through the acquisition of ACG Wealth Management, where she served as a client services coordinator.
She brings almost three decades of experience to her role as Assistant Vice President – Client Service, and she’s passionate about delivering the highest level of service to clients as she handles their day-to-day needs.
Outside of work, she enjoys spending time with family and friends, trying new restaurants, adventuring around town with her dogs, and volunteering at the local animal shelter.
“I enjoy keeping our clients happy, whether I’m speaking with them one-on-one or working behind the scenes with our team. Client satisfaction is key, so assisting with the ongoing maintenance of client accounts and ensuring their needs are met is what drives me forward.”
Previous Experience
- Client Services Coordinator at ACG Wealth Management
- Client Services Representative at TNE Life Insurance Company
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
