Meet Julie


Julie Humphreys is new to the wealth advisory industry, but she is no stranger to the qualities required to maintain excellent client service.  As Director of Client Services, her desire is to understand the needs of clients and proactively pursue those needs.

Julie graduated from the University of Mississippi in 1991 with a Bachelor of Accountancy and shortly after obtained her designation as a CPA.  She began her career in public accounting, spent several years working in the telecommunications industry and non-profit arena, and most recently served as the Director of Accounting for the local non-profit But God Ministries.

Julie and her husband Kevin live in Madison, MS and are the parents of two sons, Kyle and Will.  While their sons were students in the Madison County school district, Julie served on numerous PTO boards and held several leadership positions, including Treasurer and President.

Julie is an active member of Christ United Methodist Church where she plays flute in the orchestra and leads 1st-3rd grade Wednesday night activities.