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Julie began her financial services career in 2014 with a wealth management company based in Honolulu, HI.  In 2022, Julie, along with her husband Robert (and their fur babies), moved to the Pacific Northwest where she quickly became a valuable member of our office team.  Her goal is to create a positive, stress-free experience for clients no matter their reason for reaching out to our office. 
Prior to financial services, she earned her Bachelor’s degree in Business Administration from Eastern Oregon University and worked in the insurance industry in customer service and marketing roles.

In her free time, Julie enjoys traveling, hiking, and spending time with friends and family.  She completed two Honolulu Marathons while living in Hawai'i and hopes to add more to the list in her new home state.

Julie Steen

Wealth Management Administrative Assistant 

Email Julie

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