Julie joined First National Bank in 2007 and currently serves as a Director of portfolio management in Wealth Management. Her primary responsibility is managing the portfolios for high net worth clients, institutions, foundations and endowments.
Julie serves on the Asset Allocation team and previously worked for 13 years at U.S. Bank as a senior portfolio manager. She also worked at Firstar Bank in Council Bluffs, as well as Kirkpatrick Pettis.
Julie earned her Bachelor of Arts from Midland Lutheran College and Masters in Business Administration from the University of Nebraska at Omaha. She holds the Chartered Financial Analyst® (CFA) designation and is an active member of CFA Society of Nebraska, CFA Institute.
Julie enjoys traveling, reading, and watching movies. When she’s not helping others achieve their financial goals, she likes to spend time with her family and volunteer in the community.
I enjoy using my strengths to help others achieve their financial goals.