Client Services Associate
Julie Flessner brings over a decade of experience in client services to Ethos Wealth Planning. Julie graduated from University of Houston with a Bachelor’s degree in Information Systems Technology. After graduation, the desire to serve her those around her led Julie to work in the nonprofit community where she served as Executive Director of a sexual assault crisis center for nine years. In 2012, Julie accepted a job as a brokerage sales assistant within a bank wealth management department and fell in love with financial services. In this role, she helps clients alongside their financial advisor pursue their financial goals and dreams.
Julie lives in Victoria, Texas with her husband Eric and two sons Collin and Blake. Outside of the office, Julie enjoys spending time with her family at the lake and cheering on her sons during soccer games and theater performances.