Since joining our firm in 2018, Julie continues to cultivates long-lasting relationships with our clients as Solomon Financial Group’s Executive Assistant and Director of Operations.

Julie works closely with our Advisor as well as our clients, processing all new business, servicing existing business and overseeing compliance and all aspects of our day-to-day operations. She enjoys fostering the family culture found at SFG and promotes ethical practices and superior client service and support.

Being born and raised here, Julie is a proud native of the Wenatchee Valley and brings with her over 20 years of experience in management and the financial services industry. Julie loves spending time with her family outdoors and in the garden, living self-sustainably, “growing, preserving and thriving” in life!

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
-Maya Angelou