Client Service Representative

Office Phone: (269) 552-3256

Meet Julia Munson, a people-focused life-long learner with 5 years of experience in the retirement plan industry. Throughout her career, Julia has been committed to maintaining strong client relationships by providing incredible customer service. She is passionate about helping clients define and plan for their retirement goals. Julia’s daily role at the firm energizes and reinforces her commitment to client-focused work.

Julia holds an Associate of Liberal Arts from Kalamazoo Valley Community College and is currently completing her Bachelor of Accounting degree at Davenport University.

When she isn’t assisting her clients, you will find Julia outside enjoying any of the four seasons Michigan throws our way, and nose deep in school work as she pursues her degree in Accounting.