|Principal, Director of Operations
Julie Goodrum joined Wagner Wealth Management in 2011, bringing over 20 years of experience in the financial services industry. She is responsible for overseeing the firm's operations, compliance, and business development activities. Prior to joining Wagner Wealth Management, Julie provided business development, marketing and operations consulting to private investment companies and investment advisors. Previously, she was a Vice President at Cambiar Investors and Manager of Sales Promotion at Merrill Lynch.
Julie has an MS in Marketing from the University of Colorado and a BS in Finance from Arizona State University.
A Colorado native, Julie enjoys cooking, hiking, coaching youth soccer, and spending time with her husband, Steve, and their two daughters, Emma and Abby.