Julie Goodrum joins the firm from the recently completed asset purchase agreement with Wagner Wealth Management. Julie brings over 20 years of experience in the financial services industry. She is responsible for overseeing the firm’s operations, compliance, and business development activities.
Previously, Julie provided business development, marketing and operations consulting to private investment companies and wealth management firms. Julie was a Vice President at Cambiar Investors and Manager of Sales Promotion at Merrill Lynch.
Julie has an MS in Marketing from the University of Colorado and a BS in Finance from Arizona State University.
A Colorado native, Julie enjoys cooking, hiking, and spending time with her husband, Steve, and their two daughters, Emma and Abby.