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Julie  Rich

Julie Rich

Operations Support

With over 10 years of experience in the financial services industry, Julie works as Operations Support. Julie has been part of the Westermeyer team for over 6 years, where she started as a part-time assistant, and now manages our Clearview Wealth Portal.

Julie works personally with clients to create and maintain their personal financial websites, as well as handles customer service for our life insurance policies. Julie enjoys spending time with her family, going on hikes with her Goldendoodle, and making travel videos with her husband, Robbie.

One of Julie’s favorite hobbies is racing with 24 Hours of Lemons, and in 2015 she and her family helped set the Guinness World Record for the most participants in a car race (216)!