Julie Hogan,

Julie strives to deliver high quality levels of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients and to ensure they enjoy a dedicated and focused client experience.

Julie also supports the business operations of our team, rebalances accounts and assists the financial advisor in reviewing accounts. She holds Series 7 and 66 securities licenses.

Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds and assisting clients with account-related questions.

Before joining our team in May 2025, Julie was an investment consultant at Fort Worth Community Credit Union and LPL Financial. She earned a bachelor’s degree in marketing from the University of North Texas. She has earned the professional designation of Accredited Investment Fiduciary® from the Center for Fiduciary Studies (fi360).

Originally from Carrollton, Texas, Julie lives in Euless with her son. In her free time, Julie enjoys going camping, reading and painting.