Julie Marks

Julie brings more than a decade of experience in customer focused roles across several industries like retail and healthcare. Throughout her career journey, she has built a reputation for empathy, reliability, and has a genuine passion for supporting others with clarity and care.

As a Client Advocate at Waystone Advisors, Julie serves as a key connection point between clients and the Advisor Team. She coordinates scheduling needs, keeps account information well organized, and provides attentive, responsive assistance across the client experience.

Outside of work, Julie appreciates the natural beauty of the Pacific Northwest, often pausing to admire vibrant sunsets, dramatic cloud formations, and starry night skies. She and her husband enjoy live music, game nights with friends, and spending meaningful time with their family.