MISSION STATEMENT
To enhance the efficiency of RWM Wealth Advisors by optimizing all operational aspects of the firm,
including establishing and maintaining dynamic operational processes and client service standards,
delivering outstanding client service and creating a well-organized, compliant, and supportive
environment for both the team and our clients.
PROFESSIONAL SPECIALTIES
- Over 20 years of experience in the financial services industry, from client service, executive
support, small business bookkeeping, office management and operations management - My diverse background has equipped me with strong problem-solving abilities to address
operational and administrative challenges. - My skills in office management and the organizational abilities gained from executive
support enable me to create and maintain well-organized and productive work
environments while proactively supporting leadership. - An extensive background in client service supports the prioritization of client needs and the
cultivation of strong, positive relationships.
QUALIFICATIONS
- RWM Wealth Advisors LLC, September 2023 – present
- Rockwell Financial Partners LLC, October 2022 – September 2023
- Edward Jones, April 2016 – October 2022
- Commissioned Notary Public, Ohio
- Holds the Series 7 registration with LPL Financial
EDUCATION
Bachelor of Business Administration – Mount Vernon Nazarene University
PERSONAL
Beyond her professional life, Julie has been married to Bill for 25 years, and they are the proud parents
of four sons: Alex (22), Justin (20), Vince (19), and Daniel (16). Their household also includes their dog,
Izzy, and two cats, Stormie and Charlie. Demonstrating a strong commitment to her community, Julie
has been actively involved as a volunteer in the local school district for over a decade and has also been
a long-standing member and volunteer with both the Westerville North Athletic Booster Club and Quest
Vineyard Church in Westerville, Ohio.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC