Julie re-joined the Carver Team in 2024 as a Client Concierge team member after previously working at Carver from 1996-2003, when she left to be a stay-at-home mom. She met her husband when she worked at Carver Financial Services in 1996, and they now have four daughters together, Riley, Alyssa, Danielle, and Emma. Julie currently resides in Strongsville with her family and her two dogs, four cats, two birds, and bearded dragon!
With a background in customer service and a passion for building strong client relationships, Julie brings a unique blend of skills that make her an invaluable asset to our team. Her keen attention to detail and proactive problem-solving abilities ensure that clients receive personalized support tailored to their needs. Julie’s warm demeanor and excellent communication skills foster trust and transparency, making her an ideal advocate for our clients as they navigate their financial journeys. We’re excited to have Julie on board, where her commitment to exceptional service will enhance our client experience.
Her hobbies include reading, going for walks, and spending time with her family and her children.
