Julie Ann Perez
P: 208-522-6400 — Email Julie
Affectionately called the Director of First Impressions, Julie has been occupying the front desk at Onyx Financial Advisors since March of 2013. While Julie does her fair share of clerical duties, her number one concern is to make sure your experience in our office is a positive one.
Julie’s work history includes retail sales and real estate assisting, but most of her customer service skills were honed through being a wife and mother. Organizing family schedules, reconciling the household budget, solving multi-faceted problems, and uniting people with diverse personalities are just a few things that have translated from a household setting to the office environment. Her ultimate goal at Onyx Financial is to assist both the client and the advisor as they work together to navigate a complex financial world.
Julie was born and raised in Idaho Falls. She loves this corner of the world for its hometown feel and easy access to nature. She enjoys music, reading, listening to podcasts, baking, and camping, but her favorite activity is spending time with her husband, Tony, and their four children.