Julie is originally from Washington’s Yakima Valley where she attended Yakima Valley Community College. She moved to Bellevue and attended Bellevue College, where she earned two associate’s in arts degrees — one in Merchandising and another in Marketing Management. She lived in San Francisco for a year, and the greater Seattle area for 20 years, before moving to Idaho with her family in 2012.

Julie has worked in the financial industry for over 25 years. She obtained her Series 65 license, life insurance license, and completed the College of Financial Planning FPQP™ (Financial Paraplanner Qualified Professional) course. Using her exceptional client service skills and solid background in the financial industry, she thrives on exceeding expectations with every client interaction. She is responsible for continually improving Doceo’s systems to enhance the client experience and manage the firm’s operations. Julie and her family enjoy time together with weekly family dinners. When not at work, Julie spends time Plein Air painting, reading, gardening, traveling, camping and fishing.