Associate degree in Bible from Grace Bible Institute in 1976
B.A. in Psychology from the University of Nebraska – Lincoln in 1978
M.S. in Community Counseling from Shippensburg (PA) University in 1980
Securities exams passed: Series 7, Series 63, Series 24, Series 66
Role on Team
Owner and CEO since establishing our company in 1998
Head of our Investment Committee
Chief Compliance Officer
Personal Life and Interests
In addition to Julie’s role here in operations, she is also responsible for maintaining the software our firm uses to manage client accounts. Julie has been a valued member of our team since 2014. She shares the same high level of dedication to client satisfaction as the rest of our firm and is available to assist in all account-related matters.
Julie and her husband Blaine live on an acreage east of Council Bluffs. They have three sons and one daughter. Their oldest is grown and on his own, but the house is still very busy with their daughter and twin boys at home. When her children allow her spare time, Julie enjoys biking, CrossFit, and any quiet time she can muster up. In addition to the kiddos, Julie and Blaine have Gage the dog and Kasa the horse to keep everyone entertained.
At the end of the day it’s our sincere gratitude that brings about more to appreciate and feel grateful for.
We provide financial planning, tax planning, and investment management services that help you to experience a successful retirement.