Biography

 

Professional

 

Julie is a Business Development Director who works closely with financial advisors and business owners. She helps advisors grow their assets under management in the retirement plan space while supporting plan sponsors in meeting their objectives and maintaining compliance with industry regulations.

 

Julie believes a proactive, solutions-focused approach is essential to successful client relationships. She prioritizes transparent communication, timely follow-through, and a commitment to measurable outcomes, ensuring clients feel supported, informed, and confident in every decision.

 

At the core of her work is a dedication to aligning strategy with client priorities, helping advisors and plan sponsors navigate complexity while achieving long-term success.

 

 

Specializations & Qualifications

 

Julie has 30 years of experience helping clients through innovative retirement plan design and consulting across all types of retirement plans. She brings in-depth knowledge of investment platforms and provides strategic guidance tailored to the unique needs of each advisor and plan sponsor.

 

Her expertise includes helping clients comply with industry regulations while optimizing retirement plan outcomes in a constantly evolving environment.

 

Julie holds the Qualified 401(k) Administrator (QKA) designation and brings extensive hands-on experience supporting advisors and business owners in the retirement plans space.

 

 

Personal

 

Julie lives in Union, Kentucky. Outside of work, she is an arts lover with a passion for stage, film, and books, and she enjoys interior design—blending aesthetics with function. In her free time, Julie enjoys golfing, hiking with her dog, and keeping weekends lively with football.

 

Julie brings creativity and energy to everything she does, balancing professional expertise with a genuine appreciation for art, design, and an active lifestyle.