Julie joined Waverly Advisors in January 2025 following the acquisition of Dickinson Investment Advisors by Waverly Advisors, LLC. As a Senior Advisor Support Specialist, Julie brings over 10 years of experience in financial services operations. Her goal is to ensure that all clients are treated with respect and dignity, maintaining the trust and confidence they have come to expect.
Julie and her husband embrace the beautiful chaos of life with their four children and two grandchildren. When not attending one of their kids’ many sporting events, they enjoy their home on an acreage east of Council Bluffs, where there’s plenty of space to keep the kids and their dog, Ollie, entertained.