Julie, Investment Operations Program Manager & Brokers Assistant, brings the Investment Team at CoreFirst over 13 years of experience in the financial services industry. When it comes to building a foundation with clients, Julie stays laser focused on putting the customers needs first by crafting successful, goal-oriented partnerships. She holds her Series 6 and 63.
Originally from Missouri, Julie settled in Topeka nearly 14 years ago. Outside of the office you may see her volunteering at events such Winter Wonderland for TARC, Festival of Trees’ for SLI, picking up trash for Keep America Beautiful, and doing 5k walks for Relay for Life.
Julie loves to travel with her family to destinations all over! Her favorite trip outside the United States was to Cancun, Mexico where she went parasailing, snorkeling and extreme zip lining. She hopes to travel to Europe in the future