Julie serves as an associate on the Client Operations team, supporting the broader Mid-Atlantic team by processing day-to-day and incoming tasks for the Fulton, MD office.

She brings 14 years of experience in the financial services industry, most recently working as a Client Service Assistant at Lynch Retirement Investment Group.

Outside of work, Julie resides with her husband in their new home and enjoys reading, listening to True Crime podcasts, gardening, and trying new foods from different cultures.

Previous Experience

  • Client Service Assistant at Lynch Retirement Investment Group

Education & Credentials

  • Howard County Community College, General Studies