Julie began her career as a Financial Advisor in 1987 and built a clientele that consisted of individuals and business owners. Since 1994 she’s been focused on working with independent Financial Advisors as well as Financial Institutions, in a variety of different roles, helping them grow their investment businesses by providing support through training, marketing, technology and practice management tools and resources. In 2022, she accepted the role of Program Director for Notre Dame Federal Credit Union’s investment program, Mission Investment Services.
At Mission Investment Services we understand the challenges that individuals, families and business owners face today when it comes to making sound financial decisions. We have a team of seasoned financial advisors working with the members of Notre Dame Federal Credit Union and the communities we serve.
As Program Director, my focus and responsibilities start with helping our existing advisors grow by providing them with the resources they need to be successful, recruitment of new advisors to the team, and implementing best practices for business efficiency.
If you are a Financial Advisor looking to grow your business, offload some of the administrative and operational functions that may be slowing you down and be able to offer more services to your clients; we should talk.