Julie-Fuller
 

 

julie-fuller

Julie co-founded Generations Wealth Management (GWM) in 2009 after spending 17 years with Deloitte Tax and FBL Financial Group, where she served high-income executives in the areas of tax and wealth management.  Julie earned a degree in accounting from Iowa State University and holds the CPA® and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.

In addition to her CPA and CFP® certifications, Julie holds FINRA Series 7, 63 and 65 securities registrations through Commonwealth Financial Network®. She also holds life, health and disability insurance licenses. She uses her skills as a CPA and CFP® Professional to guide every financial plan that GWM implements.

While at Iowa State, Julie was a four-year varsity softball letter-winner for the Cyclones. A longtime advocate for Iowa State Cyclone athletics, she served as the treasurer for the Iowa State Letterwinners Club for many years, and has coached countless youth softball teams for their four daughters. Julie continues to coach competitive girls’ softball and served seven years on the West Des Moines Girls Softball Association. Her involvement in the community also includes serving as president of her local PEO chapter, as well as serving on the Finance Board at the Community Foundation of Greater Des Moines.

Julie and her husband have made their careers in West Des Moines, Iowa. Their eldest daughter has followed in her Mom’s footsteps and joined Deloitte Tax LLP in downtown Des Moines in 2019. Their two college students both play basketball, so fall and winter weekends are spent travelling the country following the Drake University Bulldogs and the Minnesota State Mavericks.  And last but not least, their youngest daughter stays busy in the West Des Moines schools and is a three-sport athlete.  In their free time, the Fullers enjoy spending weekends with friends and family at Clear Lake, Iowa.