Julie joined Chortek LLP in 2005, in her current role, she serves as Principal of the Assurance and Accounting department. Julie works primarily with small to middle market privately held companies in various industries including manufacturing, distribution, professional services and retail. Julie strives to get to know her clients’ businesses from the bottom up. Her clients appreciate her ability to make constructive suggestions and comments, thereby adding value beyond the basic engagement.
Julie also leads the firm’s Employee Benefit Plan Audit Group and is activity involved in recruiting and training.
While away from the office, Julie enjoys spending time outdoors boating on Okauchee Lake and gardening. Julie is active in her community and currently serves as a board member and finance committee chair of ProHealth Care.