With 30 years of experience in estate planning administration, Julie has dedicated her career to ensuring our clients can navigate their estate plans with clarity and confidence. Her attention to detail allows her to specialize in coordinating the various parts of estate plans to the maximum benefit for our clients.
Julie’s approach combines strategic communication, personalized support, and a deep understanding of estate management to help clients effectively administer their plans. In addition to her client-facing role, she excels at creating engaging graphics and presentations that simplify complex details, making the planning process as straightforward as possible. Julie’s commitment to excellence and her passion for client satisfaction have earned her a trusted reputation among colleagues and clients alike.
Outside the office, Julie spends quality time with her husband and family. She loves traveling, reading a good book, and relaxing on the beach.