With over 20 years of experience in the investment and insurance industries, Julie serves as a financial advisor at Legacy Financial Consulting Services. Before joining Legacy Julie spent several years at Commonwealth Financial Services (CFS) and before that managed her own independent financial planning practice in St. Clairsville, Ohio.
In 2017, she completed the coursework and was recognized as a Retirement Income Certified Professional® (RICP®) by The American College of Financial Services. She furthered her expertise in 2024 by obtaining the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors (NAPA), both through rigorous coursework and examinations. Julie holds Series 6, 7, 63, and 66 licenses through LPL Financial, as well as life, health, and disability. She 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 served as the local president and vice president of the region. She also sits on the Board of Directors for Belco WorRs/Tomorrow's Corner.
Julie and her husband, Tom, live in Colerain and have two beautiful daughters, Grace and Lillian.