Julie serves as Chief Financial Officer at Legacy Capital Group. She began her CPA career as an auditor with Peat Marwick, Mitchell & Co.

She then moved into the banking industry, where she worked as a field auditor and served on the financial analysis team within the mergers and acquisitions department of a large corporate bank.

Julie also brings 10 years of experience at a tax and accounting firm focused on small business tax returns, accounting, and consulting.

Most recently, Julie served as the CFO of a large financial planning firm, where she oversaw more than $5 million in revenue. She currently serves as CFO for multiple real estate partnerships.