Julie Weems has been a financial advisor since the spring of 2001. Her main areas of focus involve developing a strong relationship with her clients and creating custom, proactive financial strategies given today's ever-changing economy. Qualified retirement plan design and implementation, tax reduction strategies and key employees benefits are just a few of the tools that Julie and her team use to help business owners accomplish their goals.
Julie received her CRPS ® Chartered Retirement Plans Specialist SM designation and the CMFC ® Chartered Mutual Fund Counselor SM designation from the College for Financial Planning and holds multiple FINRA registrations, including FINRA Series 7, 24 and 66. She is also licensed for Life, Health and Variable Contracts in multiple states.
When not working, she loves spending time with her husband, Chris and two children, Jordan and Tyler. She enjoys volunteering with her church and school. Julie has a deep appreciation for the outdoors and loves to spend time at the lake, biking and running.