Julie is the Practice Manager for Craig Truman. She assists Craig by scheduling, preparing for and attending client appointments, preparing and following up on new applications or service requests, generating quarterly reports, transaction review, helping clients with individual life insurance needs, and other special projects.
Julie is also a Client Services Manager for Chris Kelly. She assists Chris with his 401(k) and SIMPLE IRA business, preparing and following up on new applications or service requests, transaction review, helping clients with individual life insurance needs, and other special projects.
Julie is a Registered Assistant with Royal Alliance Associates. She holds a Series 7 registration in the state of California and California Life and Health Insurance License # 0B37145.
Why at LCM:
Julie worked for over 10 years in the financial services industry and then worked for 5 years in other fields before joining Liberty Capital Management in August 2005. She enjoys developing relationships with clients and providing valuable service for them.
Julie and her husband David attend Woodbridge Community Church, where they are both involved in serving through various ministries.