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 with Mark and Frank or other team members. 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 has three grown children and is a full-fledged “empty nester”. She has recently become engaged and is looking forward to a bright future with her fiancé, Jon.

With an extensive background in the Oregon wine industry, she loves to discuss wine and the beauty of the Willamette Valley’s local vineyards! While not at work, Julie enjoys either working at or visiting a winery, traveling domestically or abroad. She also enjoys simply working in the yard, painting a myriad of projects or socializing with friends and family.

 

Best Financial Advice:

The best piece of financial advice I received but didn't follow was from my dad. He always told me to put money into a savings account, even if it's just a small amount.

Place you would most like to visit:

Spain and Portugal

Greatest accomplishment in life:

Raising three amazing children, hands down!