Julie Vacha
Senior Operations and Planning Associate
I am a seasoned financial operations professional, with more than 20 years of experience specializing in asset movement. With a comprehensive understanding of what it takes to run a successful and compliant practice, I enjoy being of service to advisors and assisting them with onboarding and support.
When I’m not working, I enjoy spending time with my husband, Tom, and my children and grandchildren. I also enjoy helping others, working on home improvement projects, and bringing new life to old pieces of furniture.
Areas of Focus
- Attention to details
- Superior advisor and client service
- Onboarding of new advisors
Education & Credentials
- College courses in business management at Metropolitan Community College
Personal Interests
- Refinishing furniture
- Reading
- Spending time with family
- Walking on the beach (lake or ocean)