Julie Everett, CFP®

Julie’s interest in financial planning was activated during a family crisis.  Her father was diagnosed with terminal cancer and Julie, her mother, and younger sister were left to put the pieces of their family back together after his courageous eleven month battle.  That process included meeting with seasoned financial advisors who were all armed with glossy product brochures and one-size-fits-all solutions.  She believed that families deserved better than what the financial industry was currently offering so she set her sights on financial advisor positions and entered the race to change client expectations in 2009.  She balanced roles as a financial advisor and a trust administrator simultaneously for several years and gained extensive knowledge regarding estate planning while honing her talents as a trusted advisor.   Her role is to coach clients towards reaching their goals rather than to impose impersonal targets.  Julie is happy to accommodate her clients’ work/life schedule.  She understands that not everyone works 8 to 5 and emergencies can come up at any time, she stands apart from her peers by making it clear that she is always available.

Julie has a Bachelor of Science degree in Marketing from Illinois State University and a Master of Business Administration degree from Eastern Illinois University.  In order to be better equipped for the multitude of issues that families face, Julie decided to pursue an advanced designation.   She was the sole recipient of the “David M. King Merit Scholarship” from the College for Financial Planning and now holds her Certified Financial Planner designation.

Julie has “big feelings” as her 5 year old son, Jasper describes it and channels that energy towards helping today’s youth.  Outside of work, she stays focused on her role as a child advocate with CASA (Court Appointed Special Advocate) to support children whose lives have been disrupted by abuse and neglect.  In that capacity, she acts as an extra set of eyes and ears for the court to ensure these children are provided safe and healthy permanent homes. She also volunteers as a mentor for CEO (Creating Entrepreneurial Opportunities) where she mentors exceptional high school students through a rigorous elective class designed to get them on track for success in the “real world”.  In her spare time, she loves to spend time with her husband, John, and two children, Jasper and Hannah.  She also enjoys running and loves to compete in destination races.  Her most memorable races have taken her to Ireland and Hawaii but most of her miles are spent on the Trec Trail in Effingham.  She is the founder of the Effingham Running Club and would love to spend a few miles on the trail or a few minutes over coffee with you.