Julie Carpenter

Administrative Assistant

Julie studied Business Administration at Utah State University and has been in the business since 1991.  Holding FINRA licenses 7 and 63 through LPL Financial, Julie assists Craig Adams with trading orders and serves as his delegate or “back up” when needed. Julie also handles all business relating to clients passing away in which she meets with next of kin and/or beneficiaries to support and guide them through the process of moving assets. Additionally,  Julie organizes and oversees the Annual Client Appreciation BBQ and Holiday Open House, both continuing to grow each year. 

Married for 43 years, Julie has three children and eight grandchildren. Her hobbies include hiking and attending her grandchildren's theatre and sporting events. She is also a past PTA president and school fundraising volunteer.