Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
As our client service coordinator, Julie’s primary role is to provide an exceptional level of personalized service to every client while orchestrating office operations efficiently. With over 10 years of experience in a client and customer service role, Julie finds great joy in talking with clients regularly and having the rare opportunity to learn more about their life stories.
AA Computer Arts/Animation, West Valley Community College
BFA Animation/Illustration, San Jose State University
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