Julie Stordahl

Julie Stordahl
Chief Compliance Officer & 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.  She is very active with her children and in their school, and is an avid equestrian, golfer, scuba diver.  She loves anything she and her family can do outdoors. Her quiet long-term goal is to build on her daily hot yoga practice by opening her own yoga studio.