Julie Foong has become an integral part of the Trilogy team. Holding previous jobs in consulting, she acquired a skill set that has helped her to become a successful advisor. She has developed a service-oriented mentality that motivates her to meet her clients needs. Julie has also acquired the ability to come up with imaginative ideas combined with the use of logical reasoning to recommend products that make sense to her clients. She has become efficient in the use of life insurance and managed investments that help her clients address their goals.
Julie has a Bachelor of Arts degree in business management from California State University at Fullerton.