Julie Coombs, CFP®

Julie Coombs, CFP®

Client Service Manager

 

Julie has worked in the financial services industry for the past 20 years; she entered the industry wanting to make a difference.  Feeling as though she wanted to be in a profession that is ever changing and evolving she chose Financial Planning as her focus. Working with individuals and couples through the financial planning process is her specialty.  She has spent 15+ years working at Storm Fischer Investment Group.  She has developed a reputation with the firm as being clients’ first and best resource for being the “go to” person for getting things done.

She is an active member of the Financial Planning Association of Southeastern Wisconsin and currently serves on the Board as Career Development Director.  Julie also is an adjunct instructor at Carroll University teaching Personal Finance classes to undergraduate students. She feels that early education on financial planning topics should be a key role in educational development for all students. 

Julie received the CERTIFIED FINANCIAL PLANNER™ certification after completing education course requirements in the following areas; Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Investments, and Insurance Planning.    Julie is a Registered Associate with SII Investments, Inc. holding the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Advisor) registrations.   Julie is a graduate from Carroll University with a Bachelor degree in Business Administration with an emphasis in Finance.  Her bright smile and technical expertise are one of the reasons clients love working with us!

When out of the office Julie enjoys spending time with her husband Mike and daughter Hailey.  Julie’s hobbies include gardening, riding, boating, and loves being outdoors during Wisconsin’s wonderful summers.