Julie Mohr brings more than 35 years of experience in the financial services industry and has been a valued member of the team since 2001, working alongside Todd Pace. She holds her Series 6, Series 63, and Texas Life License, and serves as a vital liaison between financial professionals in the field and the home office. In this role, she assists with escalated operations, compensation, and compliance/supervision matters, while also providing training and support on key systems and tools. Julie’s dedication to advisor success has been recognized through her service on Osaic’s National Operational Excellence Council, where she has been a strong advocate and resource for the advisor community. Outside of her professional life, she enjoys time with her husband, Gerry, their children, and grandchildren, and is an avid follower of professional baseball, hockey, and collegiate football.