Julie Schindler is our senior client associate with more than 20 years in the financial services industry. As a key point of contact for our clients, Julie is instrumental in day-to-day servicing, operations, and administration of their accounts.
Julie spent her career working across multiple wealth management disciplines including investment management, banking and planning services. She feels especially rewarded by building long-term relationships with clients, simplifying complex financial matters, and helping clients feel confident through each stage of their financial journey. Julie graduated from the University of Iowa with a degree in communication and media studies.
Julie and her husband stay busy raising their two sons and all their activities. She is an avid sports fan, following all local and Iowa Hawkeyes sports teams. She enjoys most outdoor activities, attending concerts, and golf.
