Julene is a financial advisor and she does extensive research to make investment decisions for the client portfolios that she manages. Julene spends time researching analysts, checking the financial markets, keeping up on company news, and buying and selling investments as things change. Previously, Julene managed mutual funds for US Bank Asset Management and Ameriprise. Julene received her MBA from University of St. Thomas and Bachelor of Arts degree from Gustavus Adolphus College. She has passed the Series 7 and 66 FINRA exams.
Julene lives in Medina, Minnesota, with her husband, Barry, and three sons: Jack, Mitchell and Peter. In her free time, she likes to travel, spend time outdoors and read.