Vice-President, Client Administrative Services
Julie graduated in 1992 from Hinds Community College in business/micro computer studies. In 1992, with a recommendation from the college dean, she interviewed and took the job with Randy and has been with the firm ever since. Julie does a little bit of everything for the firm, and her skills and responsibilities have grown as Mascagni Wealth Management has added staff and clients.
While she still takes care of the nuts-and-bolts of running the office, Julie is also a key player in implementing clients’ financial plans. Her years of hands-on assistance helped her earn her Financial Paraplanner Qualified Professional, FPQPTM designation through studies with the College of Financial Planning in 1999. Then in 2013 she completed additional studies and passed her Series 6 & 63 licenses. Julie’s office duties include processing the necessary documents for assisting in the implementation of client plans, transfers, direct rollovers, insurance, and other client needs. She also helps maintain and organize regulatory compliance recordkeeping for the firm.
Having found a rewarding career for herself, Julie works closely with new employees and interns to help train them in financial planning basics and office management. Her personal satisfaction in working at Mascagni Wealth Management throughout the years comes from the many experiences she has helping those who are going through life changes. When clients experience the relief of getting their financial houses in order, whether they are beginning to draw a monthly retirement income or completing the mountains of paperwork required upon a spouse’s separation due to death or divorce, Julie enjoys helping clients:
Julie is from Louisville, MS, and currently lives in Brandon, MS. She is married to Matt Sanders of Homestead, FL, and together they have a daughter, Laurel.