Deeply committed to client success, Julie works side by side with Cheryl Marquez to ensure efficient client support and white glove service. With over 20 years’ experience as a private mortgage banker, she successfully navigates constantly changing markets while delivering a great customer experience.
Like the Cairn, Julie sees herself as a path marker, a wayshower scanning client needs on the road ahead helping her advisor guide clients with clarity and attention to detail. Her unique ability to listen with “heartfelt caring” supports these “symbiotic” advisor and client relationships, and brings her great satisfaction. Julie shares a core value of respect with the Cairn Wealth team, committed to working with compassion, accountability, and integrity.
In her personal time, Julie puts her work ethic into play with intense workouts, finds steadiness with Yoga and navigates the local Bay Area trails when hiking. She balances her professional demeanor by taking her work seriously, but not always herself.