Julie Young

As Office Manager & Client Services Associate at Coleman Financial Advisory Group LLC, Julie plays a central role in the day-to-day operations of the firm and the overall client experience. Julie has been with the firm for over 12 years and is responsible for maintaining an organized, efficient office environment, helping ensure every client interaction is handled with care and attention to detail. Julie works closely with both advisors and clients to support account needs, coordinate communications, and help facilitate a seamless planning process. Julie has a strong ability to anticipate needs, manage multiple priorities, and deliver thoughtful service, making her a valued resource for both clients and the team. 

Julie earned a Bachelor of Science degree in Business Management with a concentration in Human Resources from Post University. Julie holds her FPQP, Financial Paraplanner Qualified Professional, designation.