Julie joined Shine Investment Advisory Services in November of 2013.
Julie received a B.S. in Social Welfare from the Ohio State University. She has previously held positions at The College for Financial Planning and the CFP™ Board. In 2004, she successfully completed the CFP™ academic program through the College for Financial Planning.
Prior to joining Shine, Julie was an independent broker for individual health, long term care and life insurance.
Away from work Julie enjoys spending time with her husband, Chad, her son Ryan, daughter-in-law Sam, and new granddaughter Peyton.