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Julie's Story

Recognized as one of the top coaches and certified exit planning advisor in Minnesota, Julie brings her training and 30 years of hands-on experience as co-founder of three businesses. Her personal values align well with her passion for delivering more than the expected product. As a sought-after business adviser, speaker, and presenter, she never “tells” or lectures her clients or audiences, rather she engages them with thought-provoking and actionable ideas and content they can use and apply to their business and their life.

In 1989, Julie began her entrepreneurial journey and for three decades she experienced many of the same situations that her clients face today. Her experience and credentials have been an integral advantage to her clients for building business value and who are looking to grow and improve while also planning their eventual business succession.

Julie is married to Shaun and together they have eight children who they love spending time with! She enjoys outdoor sports, music and being by the water.

Exit Planning and Coaching Awards and Commendations

  • President Emeritus of the Twin Cities Chapter of the Exit Planning Institute
  • AdviCoach of the Year, 2013 and 2014
  • Certified Exit Planning Advisor through the Exit Planning Insitute