Julie A. Coates

Senior Client Associate

Julie joined Presidio Group in 2015. She earned her degree in Accounting and Finance at University of Michigan. She began her career in financial services soon after. Julie has been married to her best friend Ed since 1986 and has two beautiful girls Madeline and Kelly, Julie enjoys the beautiful Tucson sunsets, tacos, music and theater. She loves all animals, especially her shih tzu Kobi.

Julie and family

Contact Us

Email, call or set up an appointment and take control of your financial future.

Let’s Talk!