Office Location
3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803
Julie began her career with ACG in 1998 and brings nearly three decades of service supporting both advisors and clients. She previously served as Customer Service Manager, assisting Wealth Advisors with client service, account openings and funding, onboarding, and relationship management. Today, Julie serves as the firm’s Processing Manager, where she prepares, submits, and tracks all industry forms and procedures across the firm, ensuring accuracy, efficiency, and compliance. She is known for her attention to detail, speed, responsiveness, and commitment to staying current with evolving digital processes and industry best practices.
Born and raised in Grand Island, Julie continues to call it home. Outside of work, she enjoys traveling, reading, and her greatest joy is spending time with her three grown children, her grandson, and her large extended family. Having spent more than half her life at the firm—and more years on the job than some team members have had birthdays—she brings deep knowledge, steady perspective, and good humor to the team.