Julee R. Sarto, AIF®

Vice President

Ludington, Michigan

Contact Julee

Julee is a dedicated client advocate with a strong focus on developing and implementing comprehensive financial plans that evolve with clients' changing goals and financial needs. With over 25 years of industry experience, she combines her expertise and passion to build meaningful, long-term relationships with clients and help them create actionable strategies for their financial futures.
Before joining EP Wealth, Julee served as a Private Wealth Advisor at Executive Wealth Management, where she honed her skills in personalized wealth management. Her understanding of financial planning and her commitment to client success have been integral to her career.
A Michigan native and graduate of Ludington High School, Julee earned her Bachelor of Arts from Hope College in 1992. She began her financial services career with a large regional firm in Detroit and later earned the Accredited Investment Fiduciary (AIF®) designation.
Julee returned to the Ludington community in 2000, where she has since established herself as a financial advisor and an active member of the local community. She and her husband, Dan, are proud parents of six children and three grandchildren. When Julee is not working with clients she is honored to support her community through leadership in many service organizations. Visiting her expanding family provides Julee with fulfillment and balance.