Since joining BPP in 2003 as a Retirement Plan Specialist, Julie has developed outstanding technical and client relationship skills. She has more recently expanded her role within the firm through new business development responsibilities and securing existing relationships with the financial advisory community.
Julie’s role includes direct report responsibility, continuing to develop advisor and client relationships, and working with staff to further develop their skills. In addition, she continues to manage her existing client caseload.
Prior to joining Benefit Plans Plus, Julie was a Senior Benefits Specialist at CIGNA Retirement & Investment Services.
Julie earned her Bachelor of Science degree in Business Finance at Loras College in Iowa.