Julie is responsible for the overall office operations and client servicing at the Seattle office of Goldman Sachs Personal Financial Management, within the Consumer Wealth Management Division of Goldman Sachs.
Julie joined Goldman Sachs Personal Financial Management in 2020. Prior to joining the team, Julie worked for Merrill Lynch and TIAA where she worked with individual investors as well as employer plans. Julie is passionate about building relationships with clients and addressing all their financial needs.
Julie graduated with honors from Pacific Lutheran University with a Bachelor’s degree in Sociology.
When not in the office, Julie spends her time exploring the Pacific Northwest with her husband and daughter, baking and practicing yoga.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.