In 2006, Julia embarked on her career in the financial services industry at A.G. Edwards. Over the course of three years, she continued her journey with Wachovia and Wells Fargo Advisors. Seeking new opportunities, Julia joined Stifel in 2009, where she served as a Senior Registered Assistant for an impressive 14 years. Seeking more growth and responsibility she transitioned to Baird in December 2023.
Julia's contribution to the team cannot be overstated, as she dedicates her efforts to building strong client relationships and providing support for the team's operational tasks. Her responsibilities encompass client onboarding, addressing client inquiries, and resolving any account-related issues that may arise. Demonstrating her expertise in the field, Julia holds both Series 7 and 66 securities licenses.
Outside of her professional life, Julia finds joy in her personal life alongside her husband, Logan. They have chosen to make their home in East Roseville, where they are raising their three children: Zoey and twin boys, Luke and Jack. As a family, they enjoy activities such as swimming, watching movies, and embarking on vacations to the coast and Lake Tahoe. Additionally, they take great pleasure in cheering on their children as they participate in various sports.