Julie Logan
Julie Logan, WMS Client Service Associate

Julie is often the first to greet you whenever you call or visit our office. She has a passion for helping people and providing her personal style of dedicated service, approaching each client request or question with a positive attitude and a conscientious manner.

She enjoys the friendly relationships she builds with our clients and is always eager to inform or educate them on a topic they have questions about. Knowledgeable and trustworthy, Julie holds the professional designation of Wealth Management Specialist and also assists our investment committee.

Julie also greatly assists our team with important administrative matters, including pre-meeting preparation and post-meeting follow-up.

Julie joined our team in 2017 after graduating from the University of Colorado-Boulder with a bachelor’s degree in economics. Her prior experience in a customer-facing role and her ability to address client needs quickly encouraged her to pursue a career in financial services.

Julie grew up in Parker, Colorado, and today lives in Boulder, Colorado. In her free time, she enjoys pottery, hiking, brewery-hopping, and spending time with her family and friends. She also serves as a post-flood volunteer for Boulder Open Space & Mountain Parks, repairing fences, removing invasive species and building trails.