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.
The University of Texas at Austin
Bachelor of Arts in Mathematics
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)
American Society of Pension Professionals and Actuaries (ASPPA)