Julie has been with the firm since early 2023. She assists Derrick Chandler, Mike Salmon, and Tommy Lucas’ clients with a variety of account services such as new accounts, transfers, 401(k) rollovers, beneficiary changes and account title changes. Julie also coordinates with planners to process and maintain clients’ cash needs. She works closely with the other Client Service Managers and partners to assure all client needs are met. She has over 18 years of experience in the financial services industry, including client services, investments, and private banking. Julie graduated with honors from Ashford University in San Diego, CA in 2018 with an Associate’s Degree in Finance.