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ML&R Wealth Management LLC
Maxwell Locke Ritter

Julie Reinhardt

Retirement Associate

Professional Experience

In 1997, Julie began her business career at Plan Data Inc. administering qualified plans, consulting and managing a team of administrators. Julie earned the designation of Certified Pension Consultant by the American Society of Pension Professionals and Actuaries. She is also a Registered Investment Advisor.

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.
 

Industry Focus

  • Retirement Services

Education

The University of Texas at Austin
Bachelor of Arts in Mathematics

Community

Current: Leander High School Band Boosters, Officer/Volunteer; Tidal Waves, Volunteer

Past: Girlstart, Volunteer (2008), The ERISA Study Group, Treasurer (2008-2009), Whitestone Elementary School, PTA Officer (2006-2008), Leander Middle School, PTA Officer, Volunteer (2010-2013) Leander High School, Volunteer (2013-2014);Whitestone Elementary School, Volunteer (2004-2016); Meals on Wheels, Volunteer (2008-2013), Tidal Waves, Officer (2014-2015)

Affiliations

American Society of Pension Professionals and Actuaries (ASPPA)