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Julie joined TruStage™ in 2020 as Head of Internal Sales. She brings with her 12 years of industry experience in the financial services in both the retail and wholesale capacity including advising, wholesaling and sales leadership. Julie earned her MBA in Finance from the University of Colorado Denver. She also holds her Behavioral Financial Advisor (BFA) designation.
Julie lives in the Tampa Bay area where she stays active year round in the Florida sunshine on the ocean in her kayak or paddle board or exploring the trails on her bike. She also volunteers for and sits on the Board of Directors for Girls on the Run Greater Tampa Bay.
- Securities Registered with FINRA®
- Holds Series 7 and 66 Registrations
- Behavioral Finance Advice™ (BFA™)
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