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Juli Simmons

Juli Simmons

Operations Specialist

952.562.2453

Juli Wunder Simmons is an Operations Specialist with Capstone Advisory Group. She provides expert client service, ensuring a low-stress experience for existing and new clients throughout the account setup process. Prior to joining Capstone in April 2015, Juli worked in multiple industries, gaining valuable experience in accounts payable and receivable, sales, events and database management.

She is committed to offering clients the very best service in her role at Capstone. Juli’s understanding of numerous industries and areas of business has made her a skilled administrative professional who is efficient, organized and adept at finding the right solution to any challenge.

She and her husband, Kent, have two adult daughters and two dogs. Together, they enjoy dining al fresco and being with their friends. Additionally, Juli spends much of her free time taking photos, scrapbooking and collecting vintage Christmas decorations.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Capstone Advisory Group, LLC., a Registered Investment Advisor. Capstone Advisory Group, LLC. and Cambridge are not affiliated.