Julie joined Lincoln Financial Advisors in March 2018. Julie previously worked in the Information Technology field for a large insurance provider. She brings strong analytical, organizational, and project management skills to the Stickney-McIlwain group.
As Director of Client Services, Julie plays an integral role in developing, maintaining and servicing our clients as well as supporting our team of financial planners. Julie is the primary interface for Lincoln clients and the trusted point of connection for customer inquiries. Julie is focused on better understanding our customers’ needs so we can provide them with the appropriate services to ensure a client experience that creates loyalty and fosters long lasting relationships.
Julie graduated the University of Wisconsin with a Bachelors of Business Administration and MATC with Associates in Computer Programming.