With over 20 years of experience in the financial services industry, Julie brings a wealth of knowledge that spans all aspects of the balance sheet.  As a Senior Registered Client Associate, she coordinates multiple facets of the service delivery process, including account opening and maintenance, asset movement, security processing and performance reporting, as well as trust and estate administration through affiliates of Elkhorn Creek Financial.  Julie holds FINRA Series 7 and Series 63 licenses.

Julie enjoys community service, having served for 8 years on the board of her homeowners’ association, participating as a classroom volunteer for Junior Achievement of the Bluegrass, and helping to raise funds for multiple charities.  She and her husband John live in Georgetown and have one adult son who is currently a student at the University of Cincinnati.