Julie O'Toole

Client Services, Beneficent Financial Sales Assistant

Julie grew up in Massachusetts and graduated from Framingham State College before moving to Texas in 1990. She holds a master’s degree in education from Incarnate Word College and a master’s degree in biblical studies from Charis Bible College.

Raised in a large Irish family, Julie is a proud fan of all Boston sports teams. A true people person, she loves spending time with family and friends and building meaningful connections. She has a special place in her heart for rescue dogs—especially boxers—and enjoys relaxing with a good book in her spare time. While she may not claim to have a green thumb, she still finds joy in working in her yard and taking long walks with her dog.

With a strong background in client service, Julie is passionate about building trusted, long-term relationships and serving others with warmth, integrity, and dedication.