Julie Mitchell


 

Background

Julie joined R.P. Boggs & Co. in the Summer of 2022.

Julie is responsible for the day-to-day operations of the firm. She has over 30 years of experience in business operations, Human Resources and regulatory compliance in the wealth management and aviation industries.

“I am very happy to be a part of the R.P. Boggs team. Providing personal service to our clients as a team ensures they have the best possible experience. It is a pleasure getting to know our clients, their families, and building long-term relationships with them.”

Julie is married and enjoys spending time with her family. She enjoys camping, hiking, war history and maintains a small wildlife sanctuary.

 
 

 

Ready to Take the Next Step?

Schedule your complimentary “Get Acquainted” meeting