Julie began her career in the financial services industry in 2013. Before joining RBC Wealth Management in 2025, she worked as a private banker at a Wisconsin-based bank. Within that role Julie was required to wear many hats, from day-to-day banking and lending to wealth planning and investments to help clients strategically reach their goals. As a financial advisor, Julie brings her experience and holistic approach when serving clients and advising them in a meaningful way. She takes time to truly listen and learn about clients before providing a plan that’s crafted to align their wants, wishes and goals. Through a commitment to excellence in service and long-lasting relationships, Julie helps clients achieve the financial success they envision. Julie earned a BFA from the University of Wisconsin–Milwaukee, passed the SIE, Series 7 and 66 exams, obtained life and health insurance licenses in Wisconsin and holds the Certified Wealth Strategist professional designation. In addition to serving clients, Julie serves the community. She has a passion for Make-A-Wish Wisconsin, where she has volunteered for numerous committees and served as a board member for three years. Outside of work, Julie enjoys spending quality time with her family, which consists of her husband, Brian (chief meteorologist at TMJ4), their two daughters, Olivia and Riley. Some of their favorite family activities are going up north, boating and travel. During most weekends, you can find them on the soccer field, basketball court or at a pom-pom competition.