One of the first things everyone notices about Julie is her calm and caring presence, which is a tremendous asset for us here at Legacy Wealth Partners.  Her process-driven background and approach helps the support team run all client-based operations smoothly.

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Julie has a distinct background of having worked in logistics at GM, financial services with Wells Fargo Advisors, and in the non-profit sector with organizations like Make-A-Wish. This wide range of experiences allows Julie to help serve on the frontlines for all of our clients’ needs, run point on coordinating our annual events, as well as assist with in-office projects to help us improve processes, procedures, marketing efforts, etc. 

 

She is a true servant at heart and Legacy is fortunate to have her on our team.

 

Julie is also a mother of three boys (all adults now).  While talking to a former coach of her kids, he raved about what great family they are, which is a reflection of her caring spirit. During the summer months, she with her husband Tysen, spend most of their weekends sailing on Lake Michigan, taking in the beauty of being on the water.  Feel free to ask her about some of her sailing adventures!

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As a former Wish Manager herself, Make-A-Wish is one organization that is near and dear to Julie’s heart.  She has invested a tremendous amount of time as both a volunteer and past employee there to bless those who are in a vulnerable place in life.

 

Give us a call or stop by the office – you’ll get to experience Julie’s warm welcome and caring spirit immediately!