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. 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, are enjoying life as full-fledged empty nesters and proud grandparents. Nothing brings them greater joy than spending time with their growing family and making memories with their grandchildren.
Drawing on her extensive background in Oregon’s wine industry, Julie loves sharing her knowledge of wine and her appreciation for the beauty and charm of the Willamette Valley’s vineyards. Outside the office, she can often be found visiting a local winery, traveling, tending to projects around the house or yard, painting, or gathering with friends and family.