Julie is the Client Service Manager.

Get to know Julie.


Julie has more than 10 years of experience in the Client Service Representative role and now manages the client service team across its five offices. Her favorite part of the job is focusing on the SYM client experience. She thrives on serving uncommonly well. She has a genuine heart for servanthood and feels that SYM is a special kind of family that lives this value.


Financial Paraplanner Qualified Professional ™


Sponsor, Compassion International

Active in church, Grace Community Church

Julie’s Words to Live By

God doesn’t call the qualified, He qualifies the called.

Personal Pursuits

Julie cherishes time spend with her husband, children and grandchildren. She enjoys relaxing boat rides with friends and neighbors.