Julie is the Client Services Manager at PWG Financial, where she serves as the primary point of contact for our clients and plays an integral role in delivering the exceptional level of service they have come to expect. With a strong focus on personalized service and account administration, Julie is often the first point of contact for client questions and service needs, ensuring each request is handled with care, professionalism, and attention to detail. She oversees the client onboarding experience, assists with account maintenance and transfers, coordinates scheduling for the Wealth Management and Operations teams, and provides white-glove service throughout every stage of the client relationship.
After graduating from the University of Texas with a BA in Political Science, Julie began her career in the financial services industry in 2001, onboarding new life insurance and annuity clients with MetLife. As her career progressed, she moved into the RIA space, focusing more on investment planning and operations, where she enjoyed fostering personal client and advisor relationships through exemplary service and operations management. Her extensive experience across the financial services industry brings a depth of knowledge and a strong commitment to service to her role at PWG Financial.
Julie was born in Michigan's Upper Peninsula, raised in Wisconsin, and currently resides in the suburbs of Dallas, TX, with her husband. Outside of her role at PWG Financial, she enjoys being active in local politics and campaigns. You can also find her in any aquatic or boxing class, planning or taking a travel adventure, cooking, or reading.
