Julie is the Customer Service Representative for Arthur Morris Lifestyle Wealth Management. Prior to joining the firm, Julie worked in customer service in the banking industry. She says, “I love getting to know the clients and assisting them in all the details necessary to secure their financial futures.”
Julie grew up in Cardiff-by-the-Sea, California and moved to Missouri in high school. After graduating from the University of Missouri- Rolla with a degree in civil engineering, she worked for an engineering and surveying firm in Kansas City, where she met her husband, Barry. They moved to Glasgow, Barry’s hometown, in 1989. After working in construction management for the University of Missouri, in Columbia, she came home to be a full-time mother to their four children. When their youngest child went to school, Julie began working at a local bank so she could still be involved with the kids’ school and sports activities.
Working with the team at Arthur Morris Lifestyle Wealth Management, Julie feels fortunate to work with advisors and staff who have their clients’ best interests at heart. The team is also very involved in supporting and strengthening the community in which they live. Julie also works part-time at the local Y where she instructs weight-training and low-impact cardio classes. She and her husband Barry stay busy traveling, gardening, and chasing their three grandchildren.
