Julie is an Investment Advisor Representative, who has helped medical professionals, attorneys, and families since 2008. She holds Series 6, 63, and 65 licenses, as well as life and health licenses. Passionate about educating her clients on overall financial wellness, Julie specializes in protecting what she considers a person’s most valuable asset: the ability to earn an income.
Growing up in the South Bend area, she attended Indiana University Bloomington, where she earned a B.S. in Exercise Science. After graduating, she moved to Newburgh, Indiana where she began her career and started her family. Julie has been married to her best friend, Derrick, since 2011, and they have two beautiful daughters, Makayla and Savannah. Most of her free time is spent with her family; she enjoys golfing with Derrick, taking family bike rides along the Riverfront, working out in her home gym, and watching her kids in their sports and activities.
Julie is also very involved in her community, serving as a member of the Junior League of Evansville, sitting on the local Make-A-Wish board, and participating actively in her church.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.