Julie supports Mark Foster, Owner and President of Boardwalk Financial, as well as their entire client base. Julie has worked in the banking channel of financial services with Mark since 2007, and together, they pride themselves on providing extraordinary client service.
Prior to working in financial services, Julie spent many years in both inside and outside marketing roles in the appliance industry. She also has past experience working in the health insurance field as well as the mortgage industry. Julie has extensive knowledge of LPL Financials practices along with the processes they require, this allows her to process client requests efficiently and timely. She holds her Series 7 and Series 63 licenses which allows her the ability to perform any securities-related trades if and when necessary.
An avid animal lover, Julie resides in Belleville, MI with her husband Jeff, her dog and 2 cats.