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Julie Schmidt

Client Service Associate,

Julie confesses she is a magnet for others to share their life stories.  This makes her the perfect fit as a valued part of our Client Service team.  With her degree in Business Marketing from Portland State University, she found work as an account manager for a chiropractic practice and in the movie industry.  Her interest in investing lured her to us, but her attention to details and warm, friendly personality make us grateful she came. Interestingly, Julie’s motto is, “Everything happens for a reason.” She spends her free time with her two children and husband, conquering outdoor activities, and staying actively involved in her biggest job as “mom.”

Posts by Julie Schmidt

New Portland Office!

Jan 16th 2019
By ficomm - Client Service Associate

2019 Tax Update

Jan 1st 2019
By ficomm - Client Service Associate

Welcome to Vancouver, USA Waterfront!

Dec 18th 2018
By ficomm - Client Service Associate

Vancouver facelift

Nov 13th 2018
By ficomm - Client Service Associate

2018 Tax Reform: Here’s What You Need to Know

Feb 1st 2018
By ficomm - Client Service Associate
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