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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.