Julie Pos

Julie Pos

Operations Assistant

One of my favorite quotes is, “Life Begins at the end of your comfort zone.” (Neale Donald Walsch) After spending over two decades in the mortgage industry, I knew that I needed to push myself out of my comfort zone and move into another direction. This lined up perfectly as I was given an amazing opportunity to be part of The Martin Worley Group while I go back to school to further my education.

As an Operations Assistant for a team of wealth advisors, I am excited to bring my skills and experience to a new field. Throughout my career, I've truly believed that nurturing strong client relationships is the key to building lasting partnerships. I take pride in supporting our team’s efforts to help clients achieve their financial goals.

In my free time, I love spending time with family, friends and our sweet black lab. Whether it’s sharing a meal together, going for a walk, or simply catching up on the phone. I find joy in shared experiences and memories we create together. I enjoy being outdoors, hiking, camping, biking and exploring. I am also passionate about health and fitness, but also love the occasional sweet.

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