MLR

Team

We care for our people.

Julie Reinhardt, CPC

Retirement Associate

Professional Experience

Julie joined ML&R Wealth Management LLC in September 2007. Julie works directly with plan sponsors on keeping their plan in compliance with IRS and DOL regulations. Julie also works with participants on enrolling in the plan and educating them on plan issues. Julie has earned the designation of Certified Pension Consultant by the American Society of Pension Professionals and Actuaries. She is also a Registered Investment Advisor.

In 1997, Julie began her business career at Plan Data Inc. administering qualified plans, consulting and managing a team of administrators.

Industry Focus

  • Retirement Services

Education

  • The University of Texas at Austin - Bachelor of Arts in Mathematics

Community

Current

  • Leander Middle School, Volunteer
  • Tidal Waves, Volunteer

Past

  • Leander High School Band Boosters, Officer/Volunteer
  • Girlstart, Volunteer
  • The ERISA Study Group, Treasurer
  • Whitestone Elementary School, PTA Officer
  • Leander High School, Volunteer
  • Meals on Wheels, Volunteer
  • Tidal Waves, Officer

Affiliations

  • American Society of Pension Professionals and Actuaries