Meet Julie
Julie has been with Bain Wealth Management since 2014 when she was hired as the receptionist and Director of First Impressions. She has a Bachelor of Science degree in Sociology and advanced post-baccalaureate work in Education. Her background includes insurance, banking and teaching middle school. Julie has a love for people and focuses on creating a welcoming, comfortable atmosphere for clients and visitors.
Julie warmly greets clients when they arrive at the office or call on the phone. With a gift for multi-tasking, she coordinates and maintains the office calendar to help clients schedule appointments with our advisors or other team members. She also regularly reaches out to clients to inquire about any questions or concerns that may require assistance and is able to direct them to the right person, if necessary.
Julie and her husband Jon have five adult children between them and three grandchildren, while joyfully anticipating more in the future! They have recently completed an entire-house and yard renovation which was a huge undertaking, where they now look forward to spending time with family and friends in the coming years. While not at work, Julie enjoys visiting wineries, camping in their small RV trailer, traveling domestically and abroad.