Julie has been with the firm since 1997. Julie facilitates the new business and ongoing client services process for Allen Capital Group. In this role, she oversees the opening of new accounts, transfers, updates, and ongoing service for clients of the firm.
Julie currently resides in Grand Island, NE with her husband and three children.
I take pride in assisting our advisors and clients to be the most effective, efficient, and successful people they can, while enhancing the reputation of Allen Capital Group.