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.
- Retirement Services
- The University of Texas at Austin - Bachelor of Arts in Mathematics
- Leander Middle School, Volunteer
- Tidal Waves, Volunteer
- 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
- American Society of Pension Professionals and Actuaries