Julie is a natural people person who loves connecting with clients. Always friendly and upbeat, she has a gift for getting to know people and making them feel welcome, whether over the phone or in person.
Before joining Wealthpoint Advisors, Julie worked as a facility coordinator, community support specialist, billing specialist and self-employed owner. She earned her bachelor’s degree in psychology from Greensboro College.
Julie lives in Belmont, North Carolina, with her husband, Matthew. They’re proud parents of two adult children, Kendrick and Alex, and share their home with two toy poodles, Huk and Lulu. Outside the office, Julie enjoys relaxing by the pool with family, traveling with family and friends, girls’ nights, cooking and baking.