Team Profile

With more than 30 years of experience in the financial industry, I can serve as a strong resource to Sequoia’s advisors and clients as a Client Service Manager. I strive to identify, address and resolve client concerns quickly and effectively and work to ensure client satisfaction and retention by providing a superior level of customer service. With the ever-changing business, I am constantly growing and learning so I can provide proactive and productive support. Each day I support our advisors with their business objectives with an unwavering commitment to building and maintaining client relationships.

Professional Accreditations & Education

  • Acquired Series 7, 63 and 66 (Inactive)

Up Close

  • In her spare time, Julie enjoys reading, yoga, watching movies and attending Broadway productions
  • Julie has completed two half-marathons
  • Lives in Rochester, Michigan with her husband
  • Joined Sequoia in 2019