Meet Julie Thomas
PHONE: (209) 538-7758
As an Assistant at Inspired Growth, I am dedicated to supporting our clients' financial journeys through a variety of responsibilities. These include preparing investment information for Randy to review before his meetings, tracking the performance of our advisory models, opening new...
POSITION:
Investment Assistant
YEARS OF EXPERIENCE:
20+
VERSE:
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”
— 1 Peter 4:10
About Julie
As an Assistant at Inspired Growth, I am dedicated to supporting our clients' financial journeys through a variety of responsibilities. These include preparing investment information for Randy to review before his meetings, tracking the performance of our advisory models, opening new accounts for clients, processing contributions or distributions from their accounts, and maintaining account accuracy and efficiency. With over 20 years of experience in the financial services industry, I bring a wealth of knowledge and expertise to my role. Prior to joining Inspired Growth, I worked at Beachler & Beachler, Inc., which provided a strong foundation for my career.
My journey in finance began at Valley Commercial College, where my love for math and numbers was nurtured. From a young age, I was motivated by the desire to help others, and I always knew I wanted to work in accounting. In my current role, I find immense satisfaction in finding solutions that meet our clients' needs and helping them pursue their financial goals. I believe the greatest values I can offer our clients are a warm smile, a friendly face, and the knowledge and expertise that come with my years of experience. Building strong, trusting relationships with clients is at the core of what I do.
Originally from Illinois, I now reside in Modesto, CA, with my blended family. Our children are wonderful parents to our grandchildren, who bring so much joy to our lives. Watching them grow and make an impact in the world is truly rewarding. Outside of the office, I am actively involved in leadership at Celebration Center Modesto. I am passionate about being a source of support and love for others, believing that everyone needs someone to lean on. Initially drawn to the church by friends, I quickly became captivated by the passion of those around me to love and support the lost and hurting. In my free time, my passion is to love people, offering hugs and support to those who need it. I also enjoy reading, solving puzzles, and spending time at the beach, where I find peace and inspiration. These activities, combined with my dedication to helping others, bring fulfillment and joy to my life.
Plant The Seed For Inspired Growth
Your financial life doesn’t have to feel complicated. By bringing everything together under one roof, we’ll help you align your resources with your faith, simplify complexity, and steward a legacy.