Meet Julie

With over 12 years of industry experience, Julie serves as the Director of Client Service and Operations at Maus and Associates. She leads with a genuine commitment to providing service that is both highly professional and deeply personal, ensuring every client experience is seamless and meaningful.

Partnering closely with advisors and internal teams, Julie oversees complex financial operations, streamlines processes, and manages the coordination of transactions—attending to every detail behind the scenes.

Her extensive background spans across client relations, sales management, benefits coordination, marketing development, lead generation, enrollment coordination, and cross-selling strategies. This diverse expertise allows her to balance operational efficiency with compassionate client care, guiding each client toward their unique financial goals through clear communication and trusted support.

Originally from Oklahoma, Julie earned her degree in Business Management from Southwestern Oklahoma State University. After graduation, she moved to Texas, where she met her husband, Matt. They’ve built a life together in Frisco, where they enjoy traveling and spending time with family and friends. Their two cats, Chloe and Nala, keep life entertaining—Chloe shares Julie’s personality, while Nala mirrors Matt’s.

At the core of Julie’s work lies an unwavering dedication to excellence, integrity, and genuine care—because when clients have built something meaningful, every detail truly matters. Through her leadership, Maus and Associates continues to uphold its high standards of service, ensuring clients feel seen, supported, and valued every step of the way.