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.  She coached countless youth softball teams over the years for their four daughters and was an active West Des Moines Girls Softball Association Board member for seven years. Her involvement in the community also includes serving as president of her local PEO chapter, a member of the Finance Board at the Community Foundation of Greater Des Moines and Treasurer of Healthy Birth Day, Inc.

Julie and her husband have made their careers in West Des Moines, Iowa. Their eldest daughter is a University of Iowa graduate and has followed in her Mom’s footsteps in public accounting in Des Moines. Their two college students are also business majors; Hannah is finishing up her MBA and her final season with the Drake University women's basketball team and Shea is a junior at the University of Iowa.  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.