Julie is the Executive Director of Client Relations for Brian Witz of Witz Financial. She serves as the primary liaison between the custodian of our clients’ assets and our clients, providing administrative support as well as overseeing the daily operations of the firm. Also core to Julie’s responsibilities is her representation of many internal projects, including our ongoing commitment to process improvement. Her warm and enthusiastic personality, along with her attention to detail, systematic approach and respect for confidentiality are just a few of the many valuable qualities she brings to her work.
Julie has been in the financial services industry for more than 30 years. For the first 4 years her focus was on banking and for the last few years she has devoted her talents to investments. She has passed the investment industry’s series 7 & 66 exams.
Julie resides in Menasha with her significant other Pete.In her spare time she enjoys reading, walking, biking, going up north to her cabin, and spending time with friends and family.