Julie has been a part of the Associated Planning Services, Inc. team for nearly 20 years. She graduated from the University of Wisconsin-Madison with a BA in International Relations and Economics. She holds a Series 6, 63, 65 and 7 from FINRA as her Life, Accident and Health insurance license. Julie spends most of her time designing retirement strategies and meeting with clients. She enjoys educating both the young, new clients who are just starting out saving for retirement and helping those nearer retirement understand the impact their savings can have on their personal retirement goals.
Julie lives with her husband in Cary, IL and has two grown children. She is an avid Audio Book listener and enjoys spending time with her family and friends. And now that her children are out of college she hopes to become a world traveler.
“Each client is unique and their hopes and dreams for retirement are as varied as they are. I am in a position to educate them on how to achieve their financial goals and I feel fortunate to have a career that is so fulfilling” JWS