Julie is a senior financial associate and works in our Sun Valley satelite office. Julie has earned a Bachelor of Science degree in finance from the University of Utah and has recently completed the course of study and board examination requirements to receive her Certified Financial Planner, CFP® .certification. She is also "FINRA Series" 4, 6, 7, 8, 63 & 65 licensed.
Julie and her husband, Tom, live in Hailey, Idaho. With their children, they participate in many outdoor activities including hiking, snowshoeing, skiing, wakeboarding, rafting, camping, and rock climbing. When at home the family devotes time to their garden; growing produce to donate to the Hunger Coalition.