Julie Schindler is our senior client associate and a 20+ year veteran in the financial services industry. Julie is a key point of contact for our clients and instrumental in day-to-day servicing, operations and administration of all client accounts. Julie spent her career working across multiple wealth management disciplines including investment management, banking and planning services.

Julie graduated from the University of Iowa with a degree in communication and media studies. Julie and her husband stay busy raising their two sons and all their activities. She is an avid sports fan, following all local and Iowa Hawkeyes sports teams. She enjoys most outdoor activities, golf and kickboxing.

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Bearing Point Capital, LLC (Bearing Point Capital) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Bearing Point Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

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Julie Schindler

Always here for you