Julie is a senior associate fiduciary with the firm. She holds a Master of Finance degree from Colorado State University and brings ten years of entrepreneurial, small business, and nonprofit experience to the team. Fueled by a passion for helping people and her professional background in financial management and accounting, operational systems, and business analytics, Julie enjoys the challenge of finding creative solutions under a variety of circumstances.

Julie spends her free time training horses, skiing, hiking Colorado's 14ers, and camping with her dog Banksy.