Engaging Both Partners: Why It’s Critical to Include a Non-Financial Spouse in Planning Discussions
Relationships are many things, and one of those things is a financial partnership. But what…
Senior Vice President
Julie serves as a wealth advisor in our Delafield office. She joined the firm in 2015 through the acquisition of Lake Country Wealth Management. With more than 25 years of experience in the industry, she develops a close, personal relationship with her clients. As an advisor, she partners with her clients to clearly define their goals and utilizes proven planning strategies to meet their objectives. Julie prides herself on the deep level of personal care she has for each client and considers herself a strong client advocate.
Julie graduated magna cum laude from University of Wisconsin – Whitewater with a Bachelor of Arts in Psychology and went on to earn her Master of Social Welfare degree from University of Wisconsin – Milwaukee. When not working, she loves reading, theater, and the Packers. Her favorite thing in the world is to spend time with her husband, their son, and puppy, Lana.
*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.