Julie joined Manchester Financial in 2005 as an Operations Assistant and now heads up our Client Services Team. She oversees the onboarding process for new clients, the movement of cash and assets, as well as all withdrawals and distributions. Julie is a graduate of California Lutheran University in Thousand Oaks, where she played four years of Division III women’s basketball and earned a BS in Business Management.
In Julie’s free time, she enjoys being outdoors and spending quality time with family and friends. She also thoroughly enjoys volunteering with the Special Olympics of Southern California by coaching a basketball team.
Share Blog Post:
Recent Posts
Elder Abuse
You hear a lot in the press about “elder abuse,” and the image that comes to mind is physical abuse or violence. But the most likely scenario,...
Cashless Spending
These days, we use actual paper money and coins less and less often, as credit and debit cards—and, more recently, our phones—handle the payments...
Is Recession On Your Mind?
How should you invest in a down market? If you want a guidepost, let’s look back to the terrible, traumatic down market of 2008-2009. You’re going...
Are Bonds Boring?
Bonds are boring, right? Stocks jump up and down and all over the place, and over several years they might even jump 100% in value. Meanwhile, the...