Principal and Client Service Manager
Julie has more than 13 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
Julie’s Words to Live By
God doesn’t call the qualified, He qualifies the called.
Julie cherishes time spent with her children and grandchildren. In her free time, she enjoys her passion of helping people as a certified health coach.