Julie joined Brightworks Wealth Management as a Client Service Consultant in 2023. She has been in the financial services industry for over 20 years almost exclusively in the wealth management sector. She graduated college in 2004 with a Bachelor’s in Business Administration, with a Finance and Accounting concentration. Shortly after, she obtained her Series 7, 66 and insurance licenses.

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Prior to joining Brightworks, Julie worked in various roles including an Investment Operations Specialist, Wealth Advisor Assistant, Investment Solutions Representative, and an Operations Manager.

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When Julie is not at work, she enjoys spending time with her husband and three kids, reading, or attending sporting events.

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Julie is so excited to be a part of this wonderful team at Brightworks! She is responsible for assisting in office operations, projects, and assisting clients with whatever they may need.