Julie joined Strategic Income Group as our Administrative Assistant in January 2021. In March 2022, she was promoted to Mike’s Executive Assistant. Julie is tasked with helping Mike bring new ideas and business strategies across the finish line. She contributes to the efficiency of the business by providing personalized and timely support to Mike so that Mike can focus on Pursuing Excellence—one of SIG’s Core Values. She also assists Mike with scheduling and his calendar, insurance/benefits management, bill pay and property maintenance. Julie frequently spends time researching special projects for the team and assists in developing processes when new systems are implemented.
Julie is originally from the Midwest and moved to Arizona 8 years ago. She is a graduate of Iowa State University and has over 30 years of client support and account management experience in the pharmaceutical, retail and travel industries. Julie has always believed in the value of financial and estate planning and encourages others to be involved in this extremely important process.