Julie Stordahl

Julie Stordahl
Chief Operating Officer

Julie Stordahl began her financial services career with Reliance Surety Company, first in Seattle and then in Denver. After taking a career hiatus to start a family, Julie joined Bill in the family business in 2009, to manage all aspects of operations. While not directly involved in providing planning services for clients, she attends all client events and dinners (the fun stuff) – and in ensuring that service excellence remains a fundamental commitment.

Julie earned a BS in finance from the University of Northern Colorado and has plans pursue an MBA when the children go off to college. Until then, she remains very active with their school, and is also an avid equestrian, golfer, scuba diver – anything she and the family can do outdoors. Her quiet long-term goal is to build on her daily hot yoga practice by opening her own yoga studio.