As Senior Executive Assistant, Julie Feltz manages the Human Resources, Financial Management and provides administrative support for Dan Feltz. She ensures quality and simplicity so Mr. Feltz is able to focus his efforts on client needs.
Julie came to Feltz WealthPLAN with over 15 years of Financial Industry experience. Before joining Dan Feltz's team in 2003, she worked at the LPL home office in San Diego, California for 8 years. At LPL Julie was the Director of the Service Center where she oversaw over 20 staff members in the Service Center. Before LPL, Julie was a Sales Assistant for five Advisors at Smith Barney.
Julie grew up in Santa Cruz, California, and moved to San Diego after graduating high school to attend San Diego State University. She has a daughter in Elementary school and two step-daughters who are in high school and college. Family is very important to Julie as she travels home to see her family in California often. Another passion of Julie's is running and going to the gym. She has completed many Half Marathons, 10Ks and 5Ks. This fall will be her 5th season as a coach for Omaha Girls on the Run.