Julie Steffen, Operations | Software

Credentials

Role on Team

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 with Dickinson Investments since 2014 and has been a valued member of our team ever since. 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 4 children: 3 sons and 1 daughter. Their oldest is grown and on his own, but the house is still very much 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 & 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.

Rebecca Rosen
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