Oak Ridge Financial Services
Julie joined Oak Ridge Financial in June 2019 as Branch Services Associate.
In 2020 she was promoted to Vice President, Operations Manager. Julie’s primary concentration is to ensure that the firm’s operations enable its financial professionals and support staff to focus on client management and service.
Julie has over 20 years of experience in the financial services industry.
Julie enjoys traveling, deer hunting, fishing, gardening and spending time with family. Julie, her husband and bonus daughter, are active with Shriner’s International, Woman’s Auxiliary and the Shrine Circus.
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Oak Ridge Financial Services
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Oak Ridge Financial is positioned solidly between small and large firms and serves clients with the best traits of both.