Julie has more than 10 years of experience in retirement services. Her primary responsibilities are to provide advisory, administrative services and educational presentations for 401(k), 457, and 403b retirement plan sponsors and participants.
Prior to working with Central Trust Company, Julie spent 15 years as a sales manager for group travel excursions, escorting senior travelers throughout the world.
Education & Certifications
- ASPPA Retirement Plan Fundamentals (RPF)
- Cannon Retirement Plan School I & II
- Accredited Investment Fiduciary® (AIF®)
- Certified Retirement Plan Professional™ (CRPP™)
Interests & Activities
Julie is a frequent mentor for Hispanic women throughout her community. In her spare-time, she enjoys spending time with her husband, traveling, hiking, and cooking.