Julie Finnicum is a Wealth Management Advisor with Big Sky Wealth Management. She specializes in holistic financial planning, bringing areas of saving, investing, portfolio management, tax management, estate and distributions together. Her goal is to help clients in verbalizing, creating and attaining their goals. She provides individualized strategies for each client’s needs, working in tandem with their tax advisors and estate attorneys.
Julie began her career in the financial services in 1999 before graduating Summa Cum Laude from Montana State University-Billings with a B.S. in Business Administration. She worked for 7 years for Piper Jaffray as a Financial Advisor and 16 years for Edward Jones before joining LPL. During her tenure at Piper Jaffray she earned her Certified Financial Planning designation. Julie has her Series 7, Series 63, and Series 65 securities registrations (held with LPL Financial) along with her life, health, accident, disability and long term care insurance licenses. In her spare time Julie loves to ski, golf, travel and spend time with her grandchildren.