Julie Lang plays a multifaceted role within our firm, managing the insurance application and underwriting process. She oversees project workflows to ensure the efficiency and cooperation of all teams and processes, in addition to scheduling and assisting in client review preparation. Julie has 12 years of experience in and around the financial industry. She applies a diligent and organized approach to achieving her personal and team goals daily. Her core values are grounded in service and collaboration. Julie takes pride in being a part of an enduring business that profoundly impacts the personal and financial success of our clients, employees, and advisors. Her naturally kind-hearted and reliable nature drives her passion for helping others reach their financial goals and find a sense of security.

Meet Our Team