Since Julie joined TFR in February 2003, she's held a variety of positions within the company. Currently, Julie is responsible for providing client account services and information. She's an indispensable assistant to all the financial advisors in the office. She helps with administrative matters and preparing for client appointments.
Before joining TFR, Julie worked in a variety of fields, including technology, accounting, and court reporting. She has an Associate's Degree in Court Reporting. Julie's diverse background, her "get the job done" attitude, and the work she does to provide support, make her an integral part of the overall mission of TFR.
Julie volunteers at her church and is very active in her daughter's school activities. When not at work, she enjoys getting outside to exercise and playing piano as well as traveling to California to visit her son and going to the beach.
''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.