With over 15 years’ experience in the investment and insurance industries, Julie serves as a Financial Advisor at Commonwealth Financial Services.
Prior to joining CFS, Julie managed her own independent financial planning practice in St. Clairsville, Ohio. She will continue to service clients out of that office. In 2017 she completed the coursework and was recognized as a Retirement Income Certified Professional, RICP® by The American College of Financial Services. She holds Series 6, 7 and 63 registrations through Securities America a Series 66 registration through Arbor Point Advisors, LLC., as well as Life, Health and Disability licenses.
Julie attended Capital University where she earned a bachelor’s degree in Business Management and Finance in 2001. Since returning to the Ohio Valley she has been actively involved in many social and professional organizations including the Ohio Valley Business and Professional Women’s Club where she held the offices of Local President and VP of the Region. Julie is a current board member of the Ohio Valley Oil and Gas Association and Chairperson of the Industrial and Technical Education Coalition, she also sits on the Board of Directors for Belco Works/Tomorrow’s Corner.
Julie and her husband Tom live in St. Clairsville, Ohio and have 2 beautiful daughters Grace and Lillian.