“Create the highest, grandest vision possible for your life. Then let every step move you in that direction.”

Julie joined Badgley Phelps in 2004 and is director of financial planning and a wealth manager. She oversees portfolios for high net worth private clients and strives to help clients find the perfect balance between enjoying their money and feeling secure in its longevity and legacy.

“My job is to turn complexity into clarity through education.”

Julie began her career in the financial services sector in 1997, working as an investment manager with Pacific Capital Consulting, and later with Smith Barney. At these firms, Julie was responsible for portfolio management, financial planning and client relationships.

A Washington-state native, mother of three and secret fan of reality TV, Julie lives in Seattle with her family. When she’s not connecting with clients, cooking or volunteering, Julie’s dreaming about visiting Machu Picchu or meeting Anderson Cooper.

EDUCATION

  • Bachelor of Arts, University of Washington, Seattle, WA

INVOLVEMENTS

  • Member, CFA Institute
  • Member, CFA Society Seattle
  • Member, CFP® Women's Initiative Advocate
  • Member, Financial Planning Association
  • Founder, Mothers in Finance
  • Member, University of Washington Department of Economics Visiting Committee
  • Mentor, University of Washington Department of Economics