Director, Enterprise Solutions

Julie has recently joined The Pacific Financial Group Inc. in June 2015. With over 15 years of experience in the industry, Julie brings in her extensive knowledge from both working as a financial advisor and as a wholesaler. She previously worked as a Relationship Development Manager for Aris Wealth Services, a wholly owned subsidiary of AssetMark, and has earned a reputation with the Broker Dealers, RIAs and IARs across the country for her knowledge of the 403(b), 401(a), 401(k), and 457 marketplace.


  • Shippensburg University of Pennsylvania