Julie A. Saez-Gimeno
Financial Planning / Tax Services Coordinator
Julie is the financial planning / tax services coordinator in Savant’s Rockford, IL office and a member of the Planning Team. She is responsible for coordinating financial planning and tax services with the Tax & Consulting Team to develop optimal wealth management strategies for Savant’s clients. She also assists the team in the coordination and assembly of tax returns along with tax preparation.
Julie began her career in finance and accounting in 1995 with a local CPA firm. Prior to joining Savant, she was the business manager for a large non-profit agency. She developed and implemented the annual budget, reconciled bank statements for over 75 clients, and prepared the state billing process. She is a Financial Paraplanner Qualified Professional™ (FPQP™).
Julie joined Team Savant in January 2013.