General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
As the Vice President of Business Development, Julie is responsible for client retention and growth as well as building relationships with strategic partners through proactive outreach to create awareness of Trust Point’s unique selling proposition. Her team’s goal is to reach individuals, families, organizations, and businesses that could benefit from sophisticated wealth-related services. She leverages her years of experience in her solo estate planning practice to help clients with complex trust and estate needs including settlement preservation trusts, special needs trusts, and estate planning.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
Can’t attend live? Register to receive the replay.
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