Julie Shamhart, CFP®

With more than a decade of experience in this industry, Julie Shamhart has found there are many paths to success. A client may have an immediate financial need, or there may be 20 years until their goals reach fruition. No matter the case, each client deserves a customized solution for their financial needs. It’s Julie’s job to be resourceful and responsive so their dream of success becomes their reality.

Julie graduated with an MBA from Eastern Illinois University, and from Illinois State University with a BS in Marketing. In addition, she is CERTIFIED FINANCIAL PLANNER™ (CFP®). Julie also enjoys staying active in the community as a coach for Girls on the Run and as a volunteer advocate for CASA.