A close-knit
team committed to serving you

Julie has over thirty years of experience working in the financial industry. She enjoys working with people and is dedicated to helping clients reach their financial goals. Her areas of expertise include overseeing the client onboarding experience and coordinating the client meeting preparation process. She strives to be a reliable resource that clients can trust to have their best interests in mind. She works to make all clients feel like they are a part of our Gentian family.

Julie's financial experience includes working for a major U.S. bank and a Wisconsin based wealth advisor. She earned her associates degree in nursing. Julie enjoys spending time with her husband, four sons, granddaughter, friends and dogs, Saika & Shandy. Her hobbies include traveling, entertaining, golfing and wine making. Although all of her boys have graduated from high school and have gone on to pursue college, Julie continues to volunteer for her favorite organization since 1999, West Bend Youth Football. Julie is originally from Port Washington and raised her family in West Bend where she currently resides and roots for all of her favorite football teams.

Planning Financially for Living Beyond 120

Client Travels
I enjoy
working with people and feel rewarded when I can help make their lives just a little easier.
Ashley Neuworth