- Volunteer Work
- Seniors
Julie Lockhart
Tigard
Summary
Nearly 30 years of experience in education has led to a fulfilling transition into a role focused on serving others. The past year has involved empowering individuals and families in retirement planning while fostering deep connections with senior clients. This journey also includes providing essential support through housekeeping and meal preparation, ensuring seniors are treated with dignity and compassion while building strong, trusting relationships. A commitment to enhancing the quality of life for seniors remains at the forefront of this mission.
Overview
25
25
years of professional experience
1
1
Certification
Work History
House Cleaner for Seniors
Self-Employed
06.2025 - Current
* Help provide a healthy and clean house for seniors on scheduled visits.
*Deep clean to preserve integrity of 52+ year home
*Prepare Meals and Companionship for clients
*Help with extra duties: Pack and move to a new house
Financial Services Representative
New York Life
06.2024 - Current
- Analyzed client needs to recommend suitable financial solutions, improving customer satisfaction and retention.
- Educated clients on investment strategies, fostering strong relationships and trust within the community.
Server
Red Robion
06.2021 - 06.2024
- Delivered exceptional customer service, ensuring guest satisfaction and repeat business.
- Managed table assignments and coordinated with kitchen staff for timely food delivery.
- Ensured compliance with health and safety regulations.
Second Grade Teacher
Memorial Elementary School- McMinnville SD
08.2000 - 06.2023
- Taught Grades 2-5
- Outstanding Performance Award (09/2014)-100% of my students met or exceeded on the OAKS Math test
- Larry Ainsworth trained in developing Math CFAs for my district
- PAWSitive Team Member- bringing social-emotional activities to our students and teachers during distance learning.
- RULER Team Member- part of a team of trained teachers in implementation of RULER, a social-emotional program
- Mentor for student teachers
Education
MS Elementary Education - Special Education and Reading Instruction
Southern Oregon University
Ashland, OregonBS Elementary Education - Elementary Education
Western Oregon State
Monmouth, OregonSkills
- Food Handler Certified
- OLCC Licensed
- Eco-friendly practices
- Packing and unpacking
- Nutritional meal preparation
- Exceptional customer support
- Deep cleaning expertise
Accomplishments
Health Insurance Licensed
Series 6 Licensed
Series 63 Licensed
Securities Licensed in both Oregon and Washington
Affiliations
- Cats Meow Cat Rescue (11/2020 - Present) Faster Parent-kittens
- Newberg Animal Shelter (03/2020 - Present) visited local Senior homes with dogs and cats from the shelter for seniors to enjoy
Certification
- RULER trained (10/2020) Part of a team that implemented RULER, a social-emotional program, into my school.
- QPR Suicide Prevention Gatekeeper Program (09/2020)
- GLAD trained (08/2010)
- Certified Health Coach (08/2020 - Present) by OPTAVIA in partnership with the MacDonald Center of Obesity Prevention and Education & M. Louise Fitzpatrick College of Nursing at Villanova Univ.
Interests
Timeline
House Cleaner for Seniors
Self-Employed
06.2025 - Current
Financial Services Representative
New York Life
06.2024 - Current
Server
Red Robion
06.2021 - 06.2024
Second Grade Teacher
Memorial Elementary School- McMinnville SD
08.2000 - 06.2023
BS Elementary Education - Elementary Education
Western Oregon State
MS Elementary Education - Special Education and Reading Instruction
Southern Oregon University