Meet Julie

“I’ve always been drawn to Seniors. I enjoy them; I respect them; I appreciate their stories, their wisdom and their outlook on life.”

Julie of Julie’s Desk

Julie’s Desk was started by Julie Shallow as a result of her experiences working with her six brothers and sisters to support their elderly parents. As responsibilities and care were divvied up, Julie routinely took on the administrative tasks surrounding healthcare, insurance and banking as well as organizing household, estate and legal documents. She established online systems so that she could process and monitor her parents’ personal affairs in Iowa from her home in Virginia.

From this journey, Julie realized that her life experiences, personal strengths and career path culminated in a perfect match for helping other seniors and their adult children with the complex administrative affairs they face today.

More than 20 years and multiple “careers” within a large information technology (IT) company instilled professionalism and a results-driven approach to her business. As a business analyst, Julie acquired her in-depth project management skills while her years as a corporate trainer taught her to keep things simple and know her audience.

Her time supporting various IT systems kept Julie heavily involved in all aspects of customer support. She knows her way around a help desk when issues need to be resolved. Julie also spent four years as a liaison between a health insurance company and its providers successfully resolving processing and payment issues when the appeals process failed.

As a proud daughter of the Midwest, Julie has a strong work ethic and a sterling reputation for honesty and integrity. As such, she is routinely entrusted with sensitive and confidential information necessary to conduct business on behalf of her clients.

Julie’s success inspired her to create “Julie’s Desk,” the personal affairs management service that gives seniors and their caregivers more time, more confidence, more peace of mind.

Professional Organizations and Community Involvement

  • American Association of Daily Money Managers (member) – AADMM is a national membership organization representing individuals and businesses in the growing profession of daily money management. The vast majority of AADMM members are employed as Daily Money Managers (DMMs) who provide personal financial/bookkeeping services to senior citizens, the disabled, busy professionals and others.
  • Chesterfield County Council on Aging (member, membership committee, directory committee) – The Chesterfield Council on Aging seeks to enhance the quality of life for older adults and adults with disabilities through education, advocacy and community service.
  • Certified Senior Advisor – Certified Senior Advisor (CSA)® is the leading certification for professionals serving seniors, and is a designation awarded to qualified individuals. Earning the CSA certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multi-disciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging.
  • National Association of Professional Organizers (corporate associate member) – The National Association of Professional Organizers (NAPO) is dedicated to helping individuals and businesses bring order and efficiency to their lives. Our vision is to have the world recognize the value of organizing and turn to NAPO as the leading organizing authority. Our mission is to develop, lead, and promote professional organizers and the organizing industry.
  • Richmond Senior Network (member) – The Richmond Senior Network is a non-profit organization comprised of professionals serving seniors the Richmond, VA area.
  • RVA Better Aging Forum (member) – The RVA Better Aging Forum was established to create a forum where professionals from various service and product sectors of the senior care industry could meet to exchange ideas, forge relationships and most importantly learn about resources available to our aging population that can help them age as comfortably as possible in the social community and housing of their choice. Its mission is to leverage and promote, through education of our membership, awareness of these resources among their many and often mutual customers and thus to the greatest extent possible among the senior population for the Greater Richmond Metropolitan Area at large.