Julie Rompel

Julie is a seasoned Operations and Management Professional. As Chief Operations Officer and Chief Compliance Officer, Julie utilizes her over thirty years of Operations, Management and Administrative experience to provide concierge level services to our clients and our team.

Julie is a Financial Paraplanner Qualified Professional (FPQP tm), a Certified Administrative Professional (CAP tm), a Certified Organizational Manager (OM tm), Licensed Texas Life Agent and a Texas Notary. Her astute attention to detail, planning, organizational and interpersonal skills are paramount as she manages the operations of the company including Compliance, Marketing, HR, IT, Accounting, Communications, Special Projects and Client Services.

Julie’s passions include spending time with her family gardening, gourmet cooking, interior design, reading and hiking in the beautiful Texas Hill Country.