Favorite Quote
For I know the plans I have for you, declares the Lord, plans to prosper you and not to harm you, plans to give you hope and future.
Jeremiah 29:11
As the Financial Plan Administrator for Wealthcare Management Services (WMS), Julie is the front line of the client experience. Julie works closely with Dave Petoskey, our President, to build personalized financial plans and portfolios aimed at enhancing the client’s overall wealth experience.
Before WMS, Julie was a Service Advisor at a Registered Investment Advisory firm, where she sharpened her financial planning and portfolio management knowledge and skills. Prior to this role, Julie strengthened her operational and analytical skills as an Internal Audit Department Manager at the Detroit Medical Center. In this capacity, she improved the efficiency and effectiveness of numerous hospital departments and processes.
A big believer in the value of professional development, Julie earned the Accredited Wealth Management Advisor (AWMA®) certification, along with holding FINRA Series 7, 63 and 65 licenses with LPL Financial. She also earned a BBA in finance from the University of Notre Dame.