Awards and Recognition



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Julie Carpenter

Administrative Assistant

A securities-licensed administrator, Julie assists the advisors with trading orders and serves as a delegate when needed. She studied Business Administration at Utah State University and has been in the business since 1991. She is the subject matter expert on all business relating to clients passing away, meeting with next of kin and beneficiaries to support and guide them through the process of moving assets.

Married for 43 years, Julie has three children and eight grandchildren. She loves taking her dog Milo out on walks, and her hobbies include socializing with friends, water aerobics, and attending her grandchildren’s sporting events.