Registered Client Services Associate
Julie Kanedy's dedication to excellence makes her an integral part of the Lantern team. She spends most of her time in back operations, processing client accounts and information. Since joining the team in 2003, Julie works hard to know our clients and their individual situations and needs. She has a knack for remembering key facts and knows (almost!) everyone’s birthday, name of spouse, and children. Her work is the backbone of our operations, and her attention to detail brings a superior level of service to everything we do.
Julie has worked in the financial services industry since graduating from Ball State University with a degree in finance. She started her career working for a small planning firm, and then she spent seven years at Charles Schwab in retirement operations. She holds Series 7, 9, 10, and 63 registrations, held through LPL Financial.
Outside the office, Julie is the mother of two kids and one cute dog named Charlie. She enjoys spending time with family and friends and crafting. She loves watching college basketball and NFL football, especially the Colts!