Julee R. Sarto, AIF®

Vice President, Advisor

Ludington, Michigan

Contact Julee

Julee advocates for clients by creating comprehensive plans that evolve with changing goals. She supports individuals and families with clear, actionable strategies for long-term financial security. Relationship-building and follow-through are central to her work.
Julee brings 25+ years of industry experience and has served clients in personalized wealth management roles. She earned a B.A. from Hope College and began her career with a large regional firm in Detroit. She later earned the Accredited Investment Fiduciary (AIF®) designation. She returned to Ludington in 2000 and has remained active in both advising and community service.
Julee’s approach is steady, organized, and client-first. She simplifies complex decisions into clear steps and helps clients implement priorities consistently. She believes trust grows through thoughtful guidance and reliable execution.
Julee lives in Ludington with her husband, Dan, and is a proud parent and grandparent. She supports local service organizations and values community involvement. Visiting her growing family is a favorite way to recharge.