Julie has been a part of the Participant Services team at Associated Pension Services, Inc. for nearly 20 years. She graduated from the University of Wisconsin-Madison with a BA in International Relations and Economics. She holds a Series 6, 63, 65 and 7 from FINRA as well as her Life, Accident and Health insurance license.
Julie spends most of her time working directly with the participants in our retirement plans; both in group settings and one on one. She enjoys educating both the young, new participants and helping those nearer retirement understand the impact their savings can have on their personal retirement goals. “Each participant is unique and their hopes and dreams for retirement are as varied as they are. I am in a position to educate them on how to achieve their financial goals and I feel fortunate to have a career that is so fulfilling.” JWS
Julie lives with her husband in Cary, IL and has two grown children. She is an avid Audio Book listener and enjoys spending time with her family and friends. Now that her children are out of college she hopes to become a world traveler.