There are two things I've always been passionate about since a young age. I love helping people and I enjoy mentoring and educating others. I never knew those two passions would bring me where I am today, doing exactly what I love – helping people meet their goals. I have been a financial advisor for over 17 years and have had the joy of seeing the impact and difference I can have in another person's life and the lives of their families.
This impact comes from always understanding what you and your family are striving for. By sitting down and reviewing all aspects of your needs and dreams, we can develop a strategy that is specific to you. We can meet regularly to see where you are at relative to your goals. Meeting regularly also helps you to stay focused and on the path you've chosen.
Alongside me, I'm blessed to have Kay Plassmeyer, as a Senior Branch Office Administrator, helping clients, with ease, on all administrative items for the last 13 years.
On a personal note, I have been married for 25 blissful years to my husband, Tim. We have two wonderful adult children, Makayla and Stacey. I was born in Colorado Springs, Colorado, but have lived in New Mexico most of my life. Some of my favorite things to do include spending time with my family, giving back to my community, traveling and being in the outdoors – from running and hiking to kayaking and more.
Volunteer work outside Edward Jones:
-Toys for Tots
-Circles of New Mexico
-Cuidando Los Ninos
-St. Martin's kitchen
Volunteer work at Edward Jones:
- Secondary Growth leader: 2009-2017
- Mentor: 2010-current
- Field Trainer: 2010-current
- Client Solutions Leader: 2019-Sept. 2022
-Performance Leader: Oct. 2022-current
Mentor of the Year, NAWBO-2010-2011
Spirit of Caring Award: 2016
If you would like to sit down to learn more about how I can help you and your family, please contact me.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberJulie R Epling at (505) 922-1321
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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