Julieanna Irwin | Financial Planning Operations Manager
Julie's role as Financial Planning Operations Manager puts her at the center of our busy practice. She helps ensure all financial planning client needs are met. Julie handles all administrative and technical services for the Financial Planning Department. She enjoys working side by side with the clients and assisting them in reaching their goals in their financial planning process. In addition, she oversees the agency staff providing leadership and ensuring the business is completed in a timely, efficient manner, keeping the client as the focus and priority.
Prior to joining the Affinity Group, LLC, Julie worked with Lincoln Financial Group in Hartford, CT, where she supported the firm's leadership. With over 10 years of experience in the financial services industry, Julie brings many skills and talents working with all levels of management.
She resides in Coxsackie, NY with her husband, Thomas, and her three daughters.