Chief Financial Officer, Investment Advisor Representative & Tax Preparer
Julie has been with the firm since 1992. She is the firm’s CFO, an Investment Advisor Representative and Registered Tax Return Preparer. Julie’s area of expertise is in the relationship between investments and taxation. She has been a tax preparer since 1985 and earned her Series 7 license while affiliated with Linsco Private Ledger. Julie earned a B.S. in Accounting from Winona State University. She supports numerous local charities and educational organizations, and enjoys spending her free time participating in family activities as well as outdoor activities like hiking, beekeeping, and health and fitness.