Julie brings more than 30 years of experience in the financial industry to her role as Senior Executive Assistant. She oversees human-resources and financial-management responsibilities while providing trusted administrative support to Dan Feltz. Before joining Dan’s team in 2003, Julie worked at the LPL home office in San Diego and supported five advisors as a sales assistant at Smith Barney in La Jolla.
Julie grew up in Santa Cruz and attended San Diego State University. Outside of work, she enjoys following her daughter Alexa’s club and high-school sports, managing the Feltz household, and spending time near the California coast with family and friends.
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