CFP®
Wealth Planner
Julie derives great satisfaction from helping her clients gain clarity around their wealth, establish priorities and achieve balance in their lives. The insights gained from her personal journey as a two-time cancer survivor have helped Julie to support her clients through the challenges of their own lives with skill and compassion.
- Joined the industry in 1980
- Diverse financial services background including wholesaling, product development, due diligence, valuation consulting and banking
- Certified Financial Planner™
- Member, The Legacy Companies Wealth Coach Network
- Active Member, Financial Planning Association – Illinois Chapter
- Past Officer, Cole Taylor Bank, Professional and Executive Banking Group
- Bachelor of Science, Psychology & Music, Illinois State University
Julie lives in Arlington Heights with her husband, Chuck, and their two boys, Will and Sam. She’s a “passionate” Italian cook, an avid reader and active member of their Church. Entertaining family and friends, participating in a local book club and playing piano duets with her kids are some of her favorite pastimes.