Broker Check
Julie Tapke, CFP®

Julie Tapke, CFP®


Julie joined Baird in 2015. She brings more than fifteen years of experience in the financial and investment business experience. Julie specializes in financial planning, retirement strategies and corporate retirement plans. She is also licensed in life, long term care and annuity services insurance.

Julie attended Centre College graduating with a Bachelor of Arts degree in Economics. In 2006, she earned her Certified Financial Planner designation. She is a 2004 graduate of Leadership Northern Kentucky. Julie was selected as a winner of the Cincinnati Business Courier’s Forty Under 40 Award in 2014 and was awarded Baird’s Rising Star award in 2017.

Julie has been involved with and held executive positions in community organizations such as St. Elizabeth Healthcare Foundation, Centre College, Welcome House of Northern Kentucky, Notre Dame Academy, Northern Kentucky Chamber of Commerce and the Estate Planning Council. Julie lives in Ft. Mitchell, KY with her husband, Todd, and her three active children. She enjoys running, yoga and traveling.