Julie is the Firm Administrator with SSB. She assists the management team in administration of the firm relating to quality control, accounts payable, bookkeeping, payroll, employee benefits and policies and procedures. Julie coordinates all functions of the administrative team to maximize efficiencies and communication and to strengthen teamwork. She coordinates marketing, networking and community involvement efforts of the firm.


News & Updates

4 min read

Time to Check Your Beneficiary Designations

For 2022, the federal estate tax exemption is $12.06 million (effectively $24.12 million for a married couple). With...

3 min read

401(k) Loans: Yay or Nay?

In today’s tough economy, you may find yourself struggling to cover your day-to-day expenses. But rising interest rates...

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