Specializing in consulting with closely held businesses on their employee benefits and retirement planning, Julie has developed key strategic alliances with CPA firms to help expand their role in their client’s total financial life. In addition, Julie is a financial advisor in providing Comprehensive Financial Planning and has a special interest is financial planning for families with special needs children, as her own son is disabled.
Holding professional designations of LUTCF and FSS, Julie also has her FINRA Series 6 (Investment Company Products/ Variable Contracts Limited Representative), 65 (Uniform Investment Adviser Law Examination), 63 (Uniform Securities Agent State Law Examination), WI Life & Accident & Health and Property & Casualty licenses.
Julie and her husband reside in Mt. Pleasant, Wisconsin, and have two children. A graduate of the University of Wisconsin-Parkside, Julie earned a B.S. in Business Administration & Finance. After graduation she was employed for 20 years at SC Johnson, a family company where she gained her experience in Corporate Philanthropy, Corporate Auditing, International Human Resources, HR Compensation and Benefits. Julie is a member of Racine Kenosha Association of Insurance and Financial Advisors, past Public Relations Chairperson and President.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies