Client Service Associate
Juliette Hackett Engelhardt is the first face you see when you walk through the doors at Vertex Planning Partners. She has a strong customer service background and superior organizational skills that she has developed over the years while working in the financial and marketing industries. As a Client Service Associate, she is a helpful asset with client communication and service.
Juliette and her husband, Mike, live in Sugar Grove, IL, where they raised their four beautiful children.
Managing Partner
Managing Partner
Managing Partner
Managing Partner
Partner
Director of Portfolio Management
Director of Financial Planning
Senior Wealth Advisor
Private Wealth Advisor
Associate Advisor
Portfolio Manager
Operations Manager
Relationship Manager
Client Service Team Leader
Administrative Manager
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate