Julie Dowell

Fiduciary Analyst

Julie is a big believer in enabling clients to make fully informed decisions. So she helps you envision all your options before deciding on a course. This extra work up front, she says, usually means fewer regrets and better outcomes. In addition to her work managing finances and investments, Julie also loves to help her clients make a difference. Often, this involves helping them create meaningful legacies that benefit causes near and dear to their hearts.

Designations and Education

  • CERTIFIED FINANCIAL PLANNERâ„¢

  • B.A. in Business Administration
    Pacific Lutheran University