Julie, a dedicated member of the TFRWM team since February 2003, has contributed significantly to the company's growth and success through her versatile skills and unwavering commitment to excellence.
In her current role, Julie plays a crucial part in TFRWM's operations by managing client account services and providing valuable information. Her role as an indispensable assistant to the financial advisors in the office involves a wide range of responsibilities, including administrative support and preparations for client appointments.
Before becoming a part of the TFRWM family, Julie garnered valuable experience in diverse fields, including technology, accounting, and court reporting. Her educational background includes an Associate's Degree in Court Reporting, which reflects her commitment to acquiring knowledge and skills across various domains.
Julie's "get the job done" attitude is a testament to her dedication and efficiency in supporting TFRWM's mission. Her diverse background and the invaluable support she provides have made her an integral part of the team.
Apart from her professional pursuits, Julie finds fulfillment in actively engaging in yoga classes. She proudly earned her yoga teacher certification in 2018 and has taken great pleasure in sharing her passion for yoga with individuals she encounters.
''The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenge and controversy." - Martin Luther King, Jr.