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Experience
Julie has been in the retirement industry since 1982, bringing over four decades of expertise. Before joining Milliman, she was responsible for employee benefits education across multiple Southwest Airlines locations, including the corporate headquarters. Julie’s extensive background in employee benefits, combined with her deep knowledge of retirement and health and welfare plans, has enabled her to craft comprehensive communication strategies that maximize employee benefit awareness and appreciation.
Julie’s dedication, innovative approach, and commitment are evident in the results measuring participant actions toward retirement readiness.
Professional Designations
- Chartered Retirement Plan Consultant (CRPC®)
Education
- BA in Finance, University of Texas at Arlington
Affiliations
- SouthWest Benefits Association (SWBA)
