Julie Schmidt Director of Client Services


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.”