Julie joined Cashdollar & Associates, LLC in May 2006 as the office manager. She came to C&A with extensive experience in business management, accounting, A/P, A/R and auditing. She received her Paraplanner's certification in 1986. As of March 2007, Julie became licensed in Life, Accident and Health Insurance in Pennsylvania. Julie has passed the examination for the Series 7, 6 & 63 registrations.