Julie Kremer
Office Manager & Operations
Julie has been on the team since 2018 and is our “air-traffic controller,” monitoring client communications and helping to ensure tasks are completed on time. Julie is often involved in client tasks involving new accounts and account transfers. She has been instrumental in establishing the workflows and systems that help us deliver on our commitments to you. Julie also runs the administrative side of the office, keeping the firm compliant with the multitude of agencies who supervise various parts of our business.