Skip to main content

Our Team

Discover how WE can help YOU

Explore Our Services

Money is in my nature. I am a fourth generation female entrepreneur. From my great grandmother breaking the glass ceiling by taking the reigns of our family grocery store after my grandfather passed, to my grandmother who transformed their resort into rental apartments and routinely fed up to 100 people while managing all tenant guest services, my fluency in money comes naturally. So much so that my mother became a tax preparer in 1980 only to evolve her business into a powerhouse financial advising practice for 43+ years.

Now, I take up the mantle of #greenmoney to be the sherpa to each of my clients financial goals. Whether weathering a storm or traversing tricky terrain, I have climbed the mountain several times over to help herald my clients to new financial heights. While the view from atop the mountain are breathtaking, it is the journey that fuels my drive. Helping my clients empower themselves, plan for worst- and best-case scenarios, and helping turn their pennies into piles of power is my calling and greatest honor. The lifelong friends I make along the way are an added bonus.

Helping grow wealth, complex problem solving, and financial planning are literally in my DNA. It’s why #greenmoney is core to my brand.
Julie Green, Financial Professional in Coopersville, MI

Julie Green

President

Send us a message:

Contact Us!

Leave this empty:

Thank you for your submission!