Julie has always been drawn to finance—first as a student studying management and finance at the University of West Florida, where she earned her bachelor’s degree, and now as a parent focused on building a strong future for her family. After 15 years with Panera Bread in leadership roles across operations, client experience, and learning & development, she brings a steady, service‑minded approach to every client she supports.
She is motivated by helping families feel confident and cared for, offering an elevated experience rooted in clarity, trust, and genuine connection. As a mom to two young daughters, Julie is especially passionate about teaching the next generation how to make smart financial decisions.
Julie lives in the Florida Panhandle with her husband, Chris; their two daughters; a very loved kitty; and a mini‑Aussie. They spend their days enjoying the sunshine, swimming, and cheering on their girls in their activities.