Julie O'Connell Roberts

Executive Assistant to Michael Goldberg and Mark Hannah

Julie joined Mike and Mark in August of 2014 after moving back to St. Louis from Chicago, IL. Julie is an integral part of the complete financial planning process and assists clients in many ways, including phone and email correspondence, scheduling client meetings, and greeting visitors to Evergreen Wealth Strategies. Behind the scenes, Julie assists Mike and Mark in the preparation of client reviews and paperwork.


In 2005, she earned a Bachelor of Music degree from The University of North Texas, where she studied vocal jazz and music theory. The following year, she moved from Texas to Chicago to pursue music. Julie performed and taught private lessons, all while running a successful early childhood music school. Julie and her husband, J, moved back to Creve Coeur, Missouri from the Windy City in August of 2014 to be closer to their family and friends. They welcomed their first child, a son named Vaughn, in January 2016. When not at work, Julie stays busy pursuing her interests of running, cooking, and singing.

Julie O'Connell Roberts offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.

Phone (314)-889-0594