CFO & Office Manager

Julie
McPherson

Julie-McPherson-Bio-HS-11-2025

Julie McPherson spent 16 years as a dedicated educator before bringing her organizational expertise and passion for helping others to McPherson Financial Group. As Office Manager and CFO, Julie oversees the daily operations and financial management of the firm, ensuring a seamless client experience and strong internal efficiency. Her background in education has instilled in her a deep appreciation for clear communication, attention to detail, and building meaningful relationships—all of which she now applies to supporting the firm’s clients and team.

Julie grew up in Pennsylvania, where she enjoyed many outdoor activities with friends and family. A fervent Philadelphia Phillies fan, she has been going to Vet Stadium since she was in diapers. After graduating high school, Julie went off to Mansfield University in Mansfield, Pennsylvania, where she earned her bachelor’s and master’s degrees in education.

After teaching for several years in Pennsylvania at the elementary school she attended, Julie couldn’t handle the snow anymore, so she moved south to Florida to continue her career in a warmer climate. Several years later, Julie had a student by the name of Rachel McPherson in her classroom. Rachel’s father, Art McPherson, volunteered as a chaperone for every class field trip. With Rachel’s matchmaking skills, Art and Julie married in April 2007.

Art and Julie have two children, Rachel, who is a graduate of Florida State University, and Christian, who is a graduate of Liberty University. Outside the office, Julie enjoys exploring her creative side through decorating, sewing, and making crafts. She also likes traveling, riding motorcycles with Art, and spending quality time with family and their two dogs, Oakley and Dixxon.

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