After working at Smith Barney and Merrill Lynch, Julie came to The Lineage Group in 2014 with a bevy of industry experience. After working at two of the largest investment firms in the world, Julie wanted to use her extensive skills to have a more personal relationship and direct impact with clients.
Julie works with Joe and Marc to take care of each client’s needs and to address any of their questions. She has a passion for nurturing relationships so they can be as healthy and productive as possible.
Julie lives in Evergreen Park with her husband Pat and her three children: Ellie, Kevin and Patrick.