Get to know:
Chances are if you’re a client of Marshall Financial Group, you’ve spoken with Julie. She is the first person to speak with those looking to become clients and introduces them to the Marshall Financial Group client experience.
As a paraplanner, she specifically enjoys assisting clients with cash flow needs and helping them understand their financial lives in transparent, uncomplicated terms.
Julie lives with her husband Joe in Perkasie. She loves reading, spoiling her six grandchildren, and traveling with Joe to tropical destinations.