Julie Hetland

CFP®, CLU®, ChFC®, CASL®
Partner, Wealth Management Advisor

Julie is a CERTIFIED FINANCIAL PLANNER professional and Wealth Management Advisor.

Since earning her B.A. in finance and economics from Bethel University in 2001, Julie has built her financial planning practice on two pillars: her technical expertise and ability to connect people with resources to improve their financial lives.

For Julie, educating her clients is paramount. She considers it a great honor to guide clients in making decisions for their plan through both the celebratory and difficult seasons of life.

Julie and her husband, Jason, reside in Plymouth and love being involved in their community. Together, they aim to make an impact through various outreach activities and events.

Get to know Julie

In her spare time, Julie enjoys running, playing ball with her kids, gardening, volleyball, yoga, and watching Hallmark.

Julie and Jason are the proud parents of four kids: Roman, Dominic, Carter, and Sadie.