Areas of Expertise
Julie joined the firm in 2015 and has over 15 years of pension experience. As a consultant, Julie performs estimates and calculations for participants, including QDRO, death and disability calculations. In addition to working directly with plan administrators, Julie is responsible for preparing data for plan actuaries as well as coordinating with trust companies to set up participant payments.
Prior to joining the firm, Julie worked as a Senior Actuarial Analyst for 8 years at a Fortune 500 company where she administered a variety of defined benefit plans as well as preparing actuarial valuations, disclosures, expense reports and government forms. She was also a 401(k) Plan Administrator for a plan with over 10,000 participants for 6 years. Julie began her career as an auditor performing corporate and benefits plan audits.
What's Your Passion?
Growing up in Wyoming, I developed a love for nature and exploring the outdoors. I enjoy spending time with family while hiking, camping,traveling and participating in group fitness classes.