Professional Experience

Julie is an Investment Advisor Representative with Sentinel Pension Advisors, Inc. She joined Sentinel Group in 2016 as a Plan Advisor in the Institutional Retirement Services area. Today, she leads the Retirement Plan Advisory Services Team for Sentinel Pension Advisors, Inc.

Julie works closely with retirement plan sponsors to implement fiduciary best practices and ensure prudent plan management, with an end goal of increasing plan effectiveness and positive retirement outcomes for participants.

She brings over 20 years of retirement industry experience to Sentinel. Julie has experience providing investment advisory and plan management services to retirement plan sponsors of all sizes. She brings a unique perspective to the team, having worked on the asset management, recordkeeping, and consulting sides of the industry over the course of her career.
 

Educational Background and Certifications

• Babson College, Wellesley, MA – Master of Business Administration
• Bentley College, Waltham, MA – Bachelor of Science – Business Communication
• Certified Plan Fiduciary Advisor (CPFA), National Association of Plan Advisors (NAPA)
• Accredited Investment Fiduciary^®, AIF^®
• FINRA Series 65