Julie is a founding partner of Treehouse Wealth Advisors, where she leads strategic growth, client engagement, and advisor development. She created Treehouse Wealth Advisors to establish a firm that empowers clients to invest their time and assets purposefully and employees to inspire one another to reach their full potential. She is focused on helping both clients and employees on their path to create and live a meaningful life.
Founder of Treehouse Wealth Advisors explains firm’s efforts to give each client a more meaningful experience.
In this interview with Forbes columnist, Julie discusses the rules on retirement rollovers