Having spent 24 years in the medical field, Julie Sweeten understands what it means to take care of people and ensure their needs are met. Her skills and experience translated beautifully to The Insight Group, Inc. where she was the first to greet clients and put them at ease. She sees the value extra effort brings to building client relations and reflects that philosophy as part of the client experience at EP Wealth. Julie currently resides in Utah county, but was raised in the San Francisco East bay area. In her spare time, she enjoys road trips with her kids, exploring dog parks with her pack and biking the trails of Utah.
Diablo Valley College