Julie has been part of the Weiser Financial team for the last 7 years. She has 18 years of experience in customer service, working in both finance and the renewable energy industry. Julie focuses her efforts on the new client and referral onboarding process and relationships. She champions the team’s IT as well as client Information technology relationships. Julie also leads the client review processes to ensure clients receive the white glove service once they have joined the Weiser Financial family. She has a bachelor’s degree in Business Administration from Rider University.