Julee has been working in the financial advisory business for over 25 years. During that time she obtained her Series 7 and 66 registrations and is also an LPL Registered Client Associate. These qualifications allow her to provide an elevated level of assistance and service to our clients.
She has been a valued part of the CAVU team since its inception, and finds the best part of her job is helping our clients. When the rubber meets the road, and the job needs completed, Julee gets it done!