Julie Steppan

Julie Steppan is currently an Investment Advisor Representative at B.O.S.S. Retirement Solutions. Prior to this, they were a Financial Advisor at Merrill Lynch Wealth Management from October 2018 to January 2021. Before Merrill Lynch, they were a Financial Analyst at ONEtoONE Corporate Finance from May 2017 to July 2017.

Julie Steppan has a Bachelor's Degree from Colorado State University and is certified from the Washington State Office of the Insurance Commissioner in Life and Disability Insurance. Julie is also certified from FINRA in Series 66 and Series 7.