Broker Check
Julie  Greer

Julie Greer

Owner | FPQP™

Julie joined Compass Financial Services in 2005 and is a native Iowan. She grew up in Urbandale, but has lived most of her adult life in Van Meter and rural Adel.


Julie’s work history includes many supportive roles in the Collection, Clerical and Scheduling departments for Sears Online from 1990 to 2000. She then held the position of scheduler at Citigroup from 2000 to 2005.


In May of 2005, Julie transitioned into her new position with Compass Financial, starting out handling many administrative duties. Now she is a Financial Paraplanner Qualified Professional ™ and LPL Registered Administrative Associate to Steve Conard. Julie duties include: scheduling client appointments, office management and she is our event photographer.


Julie and her husband, Steve, live in a new home they built on their acreage in rural Adel. They have two daughters and one son. Spending time with her grandchildren in Iowa and Hawaii keeps her active. She enjoys photography with her grandchildren as the subjects of many of her photos.

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