Julie Fletcher McDaniel, CFP

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About Julie

Julie has been a tireless advocate for clients since she entered the industry with a degree in Personal Financial Planning from Kansas State University in 2006. She will continue to break glass ceilings and knock down doors for the rest of her career as a Certified Financial Planner™. She dives deep into her clients’ financial picture to ensure every piece of the puzzle fits together correctly.

Julie is the “S” in the ESG (Environmental, Social, & Governance) investing principles. She is a strong advocate for human rights, community involvement, ethical and fair treatment of employees in corporations, and the L.G.B.T.Q.I.A.+ community. She has given back to the Denver community by volunteering with several nonprofits over the last couple of decades. This includes Project Angel Heart, Sunrise Senior Living, Denver Kids, Upstream Impact, and mentoring students at Kansas State University and Colorado State University. In 2018, Julie was a recipient of The Philanthropic Leadership Award from The Denver Foundation.

Julie received a Bachelor of Science in Personal Financial Planning from Kansas State University. Currently, Julie is an active member of the Women’s Estate Planning Council, Financial Planning Association, and the Community First Foundation Professional Advisors Council.

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Julie Fletcher McDaniel, CFP
Partner and Certified Financial Planner
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