Julie joined Summit in 2021 with 15 years of retirement plan experience. Although she has worn every hat possible in her tenure career, she has maintained the same goal to successfully support business owners and their employees to create a clear path of reaching retirement age with enough money.

Julie is a graduate of St. Mary’s College of California. She holds a Series 6, 63, and California State Life Insurance License.

She was born in Detroit, Michigan and raised in Walnut Creek where she continues to live today with her family. If you do not see her around town, she is probably headed to her happy place Lake Almanor to boat, fish, hike and relax.

Julie looks forward to helping with the retirement plan goals of Summit’s clients and their employees.